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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Evan

    Evan Ling, CRPC®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • DC
    • FL
    • HI
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NV
    • NY
    • TX
    • VA
    • WA

    Evan Ling was born in Taiwan and earned a Ph.D. in Metallurgy from Georgia Tech. While he started off in engineering, he found his passion in stock investments, and began his new career at Merrill Lynch in 1988. He served as Resident Manager of the Merrill Lynch City of Industry office in the mid 1990s, the firm's first office that focused on serving Asian American and International clientele. He returned to focus primarily on serving clients in the early 2000s. He joined UBS in 2015.

    Evan's experience, knowledge, and leadership skills led him to form the Ling Group with his son in 2003. He oversees the team’s operation, and sets the strategic focus and direction. He is a qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks, ETFs, and bonds, as well as model portfolios and strategies.

    Evan has been very active in the community serving on various boards, including FAPA, and previously for the Chinatown Service Center, and other non-profit organizations. He enjoys staying active and has completed two marathons. He also enjoys hiking, gardening, tennis, and golf. Evan and his wife, Elena, live in Diamond Bar and have 3 children and 4 grandchildren.

    CA Insurance License #: 0A15897

      • Georgia Tech, Ph.D. in Metallurgy
      • Chartered Retirement Planning Counselor℠
      • Senior Portfolio Manager
      Investing
      Custom portfolios
      Alternative investments
      Multi-generational families
      One Pointe Drive
      Suite 140
      Brea, CA 92821
    • Benjamin Ling Profile Picture

      Benjamin Ling, CFP®, CRPC®

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • DC
      • FL
      • HI
      • ID
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • MI
      • MO
      • NC
      • NJ
      • NV
      • NY
      • TX
      • VA
      • WA

      Ben Ling graduated from UC Berkeley with a double major in Mass Communications and Sociology. After graduation, he attended NTNU’s Mandarin Training Center and worked as a staff assistant for the Office of the Vice President of Taiwan. Prior to joining UBS in 2015, he was with Merrill Lynch since 2003. Ben is responsible for the day-to-day operation of the team. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized strategies. He focuses on multi-generation clients, assisting on investment selection and analyzing their financial situation to develop customized strategies to help meet their goals.

      Passionate about helping people, Ben has been active in the community, previously serving as the National Chairman and President for the non-profit organization Taiwanese American Citizen’s League (TACL) and Taiwanese American Professionals (TAP), focusing on helping to mentor and develop the next generation of leaders. He currently serves on the Board of Taiwan Center.  He enjoys reading, and staying fit through weight training, tennis, golf, and basketball in his spare time. Ben resides in Brea with his wife Iris, daughter Shoshana, son Bryson, and 2 dogs Bungie and Millie.

      CA Insurance License #: 0E03992

       

        • UC Berkeley, BA in Mass Communications and Sociology
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Planning Counselor℠
        • Portfolio Manager
        Financial planning
        Education planning
        Long-term care planning
        Asset allocation
        Structured products
        401(k) plan services
        Lending services
        Securities-backed lending
        One Pointe Drive
        Suite 140
        Brea, CA 92821
      • Felix

        Felix Ling

        Wealth Strategy Associate

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        • CA

        Felix earned his BS in Electrical Engineering and Computer Sciences at UC Berkeley and worked for over 10 years as a software engineer.  He then earned an MA in Applied Economics from San Jose State University and worked 7 years in Education Technology as a Subject Matter Expert in Economics and Statistics.  He brings a wide set of skills and experiences to the Ling Group, including statistical and economic analysis, data science, and time-series forecasting to assist with portfolio research management and client services.  He joined the Ling Group in 2018, and currently resides in La Habra with his wife and 2 sons. In his spare time he enjoys playing basketball, making music (keyboards, drums, and bass guitar), finding teachable moments, and making people laugh. 

          • UC Berkeley, BS in Electrical Engineering and Computer Sciences
          • San Jose State, MA in Economics
            One Pointe Drive
            Suite 140
            Brea, CA 92821
          • Tim

            Timothy Wu

            Client Associate

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            • CA
            • OR
            • WA

            Timothy joined the Ling Group in 2014.  He assists with additional administrative support, assists with order entry, and helps screen investment research for the Financial Advisors and the Senior Portfolio Manager.  Utilizing UBS' Research and Guidance, he reviews and monitors the Team's investment portfolios.  He currently has his FINRA Series 7 and Series 66 licenses and is currently pursuing his Chartered Financial Analyst (CFA) designation as a level 2 candidate. Tim is also an accomplished violinist, having performed with the Colburn Chamber Orchestra and at various community functions. He has a BS in Business, Economics, and Management from Caltech and currently resides in Vancouver, WA.  

              • Cal Tech, BS in Business, Economics, and Management
                One Pointe Drive
                Suite 140
                Brea, CA 92821
              • Morgan

                Morgan Bai

                Client Associate

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                • CA

                Morgan is dedicated to providing clients with outstanding service. She draws on her deep experience in retail banking and multinational sales since 2013. Previously she was a Senior Premier Banker at Wells Fargo and a Premier Relationship Manager at HSBC. She joined the Ling group and UBS in 2022 and holds FINRA Series 7 and 66 Licenses.  She is responsible for client services and the daily business operations for the team. Her responsibilities include opening and transferring new accounts, providing account maintenance, assisting with online services, and responding to client questions and requests with friendly communication in English, Mandarin, or Cantonese. She graduated from UC Davis. Currently residing in Yorba Linda, Morgan enjoys traveling and is an outdoor enthusiast.  

                CA Insurance License #: 0N02235

                  • UC Davis, BA in Economics and Minor in Psychology
                    One Pointe Drive
                    Suite 140
                    Brea, CA 92821

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

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                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

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