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

Panfang "Pam" Fu has 30 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.

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.

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
  • IA
  • IL
  • MA
  • MN
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OR
  • SD
  • TX
  • WA

Recognized as an industry leader:

  • 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.
  • PLANADVISER Top Retirement Plan Advisers, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.
  • NAPA Top DC Advisor Teams, 2021, 2022, 2024The NAPA rating is awarded annually in March based on information from December of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The 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.

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


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


  • 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
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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