A legacy for generations

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

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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.

  • Wynne I _ 2

    Wynne Yu-Chih I

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IA
    • ID
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Wynne is a graduate of the University of Southern California with a Bachelor of Science in Business Administration and also a Certified Public Accountant (CPA), having received her CPA certificate in 1987. The combination of Wynne’s experience as a financial advisor, her educational background and her CPA designation makes her uniquely qualified to serve the diverse needs of both her international and domestic clientele.

    Since 1994, when she started in the industry, Wynne’s focus has been primarily on family wealth management. In particular, Wynne specializes in wealth planning strategies, asset management, estate planning, retirement planning and risk management. With her extensive experience in accounting and tax planning, Wynne effectively designs trust strategies for the multi-generational planning requirements of her high net worth clients. This comprehensive approach begins with a unique and customized financial plan for each client.

    CA Insurance License No. 0B47612

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 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.

    • University of Southern California , Bachelor of Science in Business Administration and also a Certified Public Accountant (CPA)
    • Portfolio Manager
    251 South Lake Avenue
    10th Floor
    Pasadena, CA 91101
    wynne.i@ubs.com
    Wynne Yu-Chih I
    251 South Lake Avenue,Pasadena,CA,91101
  • Albert Shih Profile Picture

    Albert Shih

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IA
    • ID
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    Albert joined UBS Financial Services in 2014 as a financial advisor and team member of The Wynne Group. He focuses mainly on family wealth management. As part of the team's mission, Albert works with high level executives and successful entrepreneurs as well as their families in creating tailored plans to ensure the legacy they worked so hard to achieve spans multi-generations. He currently holds the Series 7 and 66 along with the California State Life Insurance License.

    Originally from the San Fernando Valley, Albert graduated from the University of California, Los Angeles with a major in Economics and a minor in Human Complex Systems. Prior to being at UBS, he was a Research Analyst with CBRE.

    Outside of UBS, Albert is an active volunteer involved with Habitat for Humanity Los Angeles, as part of their Young Professionals Associations. In his free time, he enjoys adventurous travels and even more bizarre foods.

    CA Insurance License No. 0K18931

      • University of California, Los Angeles , Major in Economics and a minor in Human Complex Systems
        251 South Lake Avenue
        10th Floor
        Pasadena, CA 91101
        albert.shih@ubs.com
        Albert Shih
        251 South Lake Avenue,Pasadena,CA,91101

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