Lasting relationships. For all that matters

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

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Panfang "Pam" Fu, CRPS, CRPC

Senior Vice President–Wealth Management

Senior Retirement Plan Consultant

EXPERIENCE TO GUIDE YOU FORWARD
Panfang "Pam" Fu has 29 years of experience and has successfully helped clients manage their wealth over many market cycles. Since 1993, she has worked as a financial advisor at UBS in Newport Beach, CA and is currently a Senior Vice President–Wealth Management. Pam is one of a small number of UBS Financial Advisors who have undergone a rigorous accreditation program and earned the designation of Wealth Advisor. She has demonstrated consistent excellence in providing clients with highly personalized wealth management advice. Pam attributes much of her success to the trust her clients place in her and her knowledge accumulated over the years.  Pam is a member of UBS Multicultural Investor Financial Advisor Board whose mission is to create an inclusive investor experience.

CAPABILITIES TO IMPACT YOUR LIFE AND WEALTH
Pam works primarily with high-net-worth families and successful corporations. Her comprehensive financial planning services include asset management, retirement and education planning, trust and estate planning, insurance and risk management, securities-backed lending, and mortgages. Pam is also experienced in providing investment advice as an ERISA fiduciary for retirement plan sponsors. Pam takes the time to listen and understand clients’ financial aspirations, integrates all the resources from her team, and offers tailored strategies. She calls upon the capabilities of UBS – one of the world's largest wealth management firms.

OUTSIDE THE OFFICE
A native of Beijing, Pam is fluent in Chinese and active in her community. She enjoys music, hiking, and spending time with friends and clients. Pam and her husband have two children, one is a physician and the other a software engineer.

CA Insurance License #: 0B55157

Registered States:
  • AZ
  • CA
  • FL
  • IA
  • MN
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OR
  • SD
  • TX
  • WA

  • Forbes America’s Top Women Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from June to August of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor's degree , Shanghai Jiao Tong University
  • Master's degree, University of Michigan

Credentials

  • Senior Retirement Plan Consultant
  • Chartered Retirement Planning Counselor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Business Owners
Professionals
Financial planning
Retirement planning
Estate planning strategies
Retirement Plan consulting
Institutional consulting
Custom portfolios
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
  • (949) 467-6088

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Advice. Beyond investing.

Retirement planning

Retirement planning

investments

Investment Management

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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In invested assets globally 
As of 06/30/2022

51 countries

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