Cheng and Shea Financial Group
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Experience

Makes all the difference

Connie Hong Cheng

Managing Director–Wealth Management

International Private Wealth Advisor

Connie is a Private Wealth Advisor - International and has worked in the financial services industry for 28 years with over 26 years at UBS. In addition to holding a number of securities and insurance licenses, she also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Connie earned a B.A. degree from Beijing, China, and an M.B.A. degree in finance. She is fluent in Mandarin Chinese. 


California Insurance License 0C48353.

Registered States:
  • AR
  • AZ
  • CA
  • CT
  • FL
  • HI
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NV
  • NY
  • OR
  • PA
  • PR
  • SC
  • SD
  • TX
  • VA
  • WA

Connie Hong Cheng

Credentials

  • International Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER®

Connie Hong Cheng

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

Women investors
Entrepreneurs
Family Offices

Connie Hong Cheng

305 Lytton Ave
Palo Alto, CA 94301

Email Me

connie.cheng@ubs.com
Connie Hong Cheng
305 Lytton Ave,Palo Alto,CA,94301

  • Connie Hong Cheng

    Managing Director–Wealth Management

    International Private Wealth Advisor

    Connie is a Private Wealth Advisor - International and has worked in the financial services industry for 28 years with over 26 years at UBS. In addition to holding a number of securities and insurance licenses, she also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Connie earned a B.A. degree from Beijing, China, and an M.B.A. degree in finance. She is fluent in Mandarin Chinese. 


    California Insurance License 0C48353.

    Registered States:
    • AR
    • AZ
    • CA
    • CT
    • FL
    • HI
    • IL
    • MA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OR
    • PA
    • PR
    • SC
    • SD
    • TX
    • VA
    • WA

    Credentials

    • International Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER®

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

    Women investors
    Entrepreneurs
    Family Offices
    305 Lytton Ave
    Palo Alto, CA 94301

    Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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