Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Senior Retirement Plan Consultant
EXPERIENCE TO GUIDE YOU FORWARD
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.
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
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Senior Retirement Plan Consultant
EXPERIENCE TO GUIDE YOU FORWARD
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.
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
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
