Global insight. Opportunities worldwide.

[Global reach] Globe

$2+ Billion

Assets under management

As of 06/01/2024

11 person

seasoned team

$15m-$350m

Business exits, ranging from
$15m - $1bn


World Way Team pursues your goals together

Our mission is to provide quality strategies customized to your needs. World Way Wealth Management Group, a team name attributed to LAX airport speaks to the global diversity of our 5 FA, 11-person team fluent in 10 languages with focus on advising high net worth individuals, founders, start-ups, and corporate executives. 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.

  • Salma Zahr headshot

    Salma Zahr

    Executive Director

    Financial Advisor

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    Salma Zahr is a Financial Advisor on World Way Wealth Management Group, a team name attributed to LAX airport that speaks to the global diversity of our 11-person team fluent in 10 languages and manages ~2+ billion in assets focused on advising high net worth individuals, founders, start-ups, and corporate executives.  Previously, Salma served as the Market Director for 4 years where she was responsible for $7.2 billion assets under management in the UBS Wealth Management presences in Pasadena and DTLA. Prior to moving to LA, Salma was the Senior Portfolio Strategist for UBS San Francisco Private Wealth Management, where she collaborated with advisors on customized portfolio construction leveraging the global family offices resources of the firm. Salma brings to the firm 20 years of investment, strategy and sales experience in financial services at UBS, McKinsey & Co, Goldman Sachs, and Credit Suisse. 

    Salma began her career at UBS as an Analyst in the Graduate Training Program, rotating through multiple business units.  She then pursued her MBA in Finance at The Wharton School and completed a Private Wealth Associate internship at Goldman Sachs.  Recruited abroad as a strategy management consultant for McKinsey & Company, Salma advised C-level executives in the financial industry on developing value proposition strategies for private client product development.  Salma returned to the wealth management at Credit Suisse as UHNW Investment Strategist linking synergies between Dubai and Zurich.

    Salma holds the Series 7, 66, 9 and 10 registrations. Salma lives with her 8-year old daughter in Pasadena. When not busy between with daughter’s horseback riding, piano, soccer or dance, Salma enjoys playing volleyball, international cuisine, coaching AYSO soccer and real estate development.

      • The Wharton School, University of Pennsylvania, MBA in Finance: 2011 - 2013
      • Carnegie Mellon University, Bachelor of Science in Computational Economics
        Cash management
        Philanthropy
        Exit planning
        Alternative investments
        Equity plans
        Executive compensation
        Entrepreneurs
        Corporate executives
        251 South Lake Avenue
        10th Floor
        Pasadena, CA 91101
        salma.zahr@ubs.com
        Salma Zahr
        251 South Lake Avenue,Pasadena,CA,91101
      • Bhadresh Shah headshot

        Bhadresh J. Shah

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        Bhadresh Shah is Private Wealth Advisor and Senior Portfolio Manager within the UBS Private Wealth Management Group. He has more than 30 years of financial services experience and continues to help a select group of clients. His professional practice can be summed up as "Organize, Manage and Grow wealth for clients”.

        Bhadresh has dedicated focus on needs of entrepreneurs, business owners, corporate executives and their families. He has particular depth of experience with strategic wealth management, portfolio management and concentrated stock management.

        Passionate about giving back to the community, Bhadresh is actively involved with the nonprofit organization MagicBus, which is dedicated to help India’s poorest communities taking on the journey of children and young people from childhood to livelihood. Bhadresh lives in California with his wife. Their adult children reside on the east coast and are pursuing their own journeys.

          • India, Bachelor Degree in Mathematics
          • India, Master’s Degree in Business Administration
          • University of Alabama, Master’s Degree in Finance
          • Private Wealth Advisor
          • Senior Portfolio Manager
          • Certified Exit Planning Advisor
          • Certified Investment Management Consultant
          251 South Lake Avenue
          10th Floor
          Pasadena, CA 91101
          bhadresh.shah@ubs.com
          Bhadresh J. Shah
          251 South Lake Avenue,Pasadena,CA,91101
        • Azad Headshot

          Cameron Azad

          Senior Vice President–Wealth Management

          Financial Advisor

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          Cameron Azad is a financial advisor within the UBS Wealth Management Group. He has more than 40 years of financial services experience and helps a select group of families and wealthy individuals manage all aspects of their finances: from equity and fixed income investments, to alternative, private, and tax-related investments.

          Cameron was part of a select group of individuals within UBS serving as a Prime Broker, with extensive experience in institutional sales and trading. As part of his duties, he serviced public and private pension funds, hedge funds, and other institutional investors, along with individual clients. Cameron is a FINRA-Registered General Securities Representative and also holds national futures, commodities, life insurance, and variable annuity licenses. Cameron gives back to his profession through his continuing service as a National Futures Association Arbitrator. As an arbitrator, he’s a part of a three-member panel, hearing and adjudicating financial disputes between clients and member firms. He feels this also gives him deeper insight into client needs.

          Outside of financial services, Cameron is an avid and well-known underwater and terrestrial nature photographer, having won and placed in national and international photography contests. His photographs have hung in national museums, and have graced the covers and pages of nature magazines. He travels extensively to remote locations in search of new and interesting subjects. His wife is retired partner of a large international law firm, and their adult children are enmeshed in their own successful professions in the San Francisco Bay area.

            • University of California Santa Cruz, Bachelor’s Degree in Economics
            • University of California Santa Cruz, Bachelor’s Degree in Mathematics
              251 South Lake Avenue
              10th Floor
              Pasadena, CA 91101
              cameron.azad@ubs.com
              Cameron Azad
              251 South Lake Avenue,Pasadena,CA,91101
            • lam

              Evans Lam

              Managing Director–Wealth Management

              Financial Advisor

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              Evans Lam began his wealth advisory and portfolio management career in 1991, and over the past three decades, has successfully helped clients manage their wealth throughout challenging market cycles.  Evans joined UBS in 2008 from Citibank/Smith Barney after 17 years of consultative practice.  He provides his clients, primarily UHNW executives and business owners, with investment, retirement, estate and legacy planning services.  As a Senior Portfolio Manager, Evans sets himself apart from others in asset management by building and actively managing customized portfolios, capitalizing on his investment banking experience at Deutsche Bank, Toronto Dominion Bank, and First Boston. 

              As a scholarship recipient and a philanthropist, Evans' passion for education inspired him to endow multiple scholarships and a professorship at the University of Rochester.  He is also instrumental in the revitalization of the UR Libraries and establishing the Eastman Performing Arts Medicine.  Evans serves as a member of the University of Rochester's Board of Trustees and Chairman of the George Eastman Circle.  He is also Chairman of the Southern California Foundation for the Preservation of Chinese Literature and History, Vice President of the Hong Kong School Alumni Federation Scholarship Foundation and Vice Chairman of the Morning Light Foundation.  He was honored by the Chinese American Museum as a Historymaker with the Judge Ronald S.W. Lew Visionary Award in 2016.

              Evans is a registered California Life Agent (Insurance License #0A01885).

                • University of Rochester (UR), MBA in Accounting and Finance
                • University of Rochester (UR), BA in Economics
                • Senior Portfolio Manager
                251 South Lake Avenue
                10th Floor
                Pasadena, CA 91101
                evans.lam@ubs.com
                Evans Lam
                251 South Lake Avenue,Pasadena,CA,91101
              • Debbie Chen Headshot

                Debbie Chen

                Senior Vice President–Wealth Management

                Financial Advisor

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                Debbie Chen is a Financial Advisor at UBS Financial Services in the Pasadena International office. She has more than 20 years of financial services experience focusing on ultra-high net worth clients on the West Coast and in China, Taiwan and Hong Kong. Leveraging the global resources of UBS, Debbie delivers comprehensive, research-driven investment advice, wealth planning and lending to her clientele.

                Previously, Debbie spent 11 years with HSBC and served as the Senior Relationship Manager for both West Coast Global Private Banking U.S. International/ Asia Corridor. In this role, Debbie provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals. Debbie was selected as top talent at HSBC and took part in the International RM Program in Dubai in 2014. She then transitioned from the Commercial Banking Division to Global Private Banking in 2016 based at the Beverly Hills office.

                She holds the Series 7, 63 & 66 registrations. Debbie is fluent in Mandarin, Taiwanese and has moderate communication in Cantonese and Japanese. When not meeting with clients, Debbie enjoys traveling, multicultural cuisine and spending time with her family.

                  • University of California, Irvine, Bachelor of Arts in International & Global Studies
                    251 South Lake Avenue
                    10th Floor
                    Pasadena, CA 91101
                    debbie.chen@ubs.com
                    Debbie Chen
                    251 South Lake Avenue,Pasadena,CA,91101
                  • Rebecca Park

                    Rebecca Park

                    Senior Client Associate

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                          251 South Lake Avenue
                          10th Floor
                          Pasadena, CA 91101
                          rebecca.park@ubs.com
                          Rebecca Park
                          251 South Lake Avenue,Pasadena,CA,91101
                        • Robert Blethen

                          Robert Blethen

                          Client Associate

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                                131 South Rodeo Drive
                                Suite 300
                                Beverly Hills, CA 90212
                                robert.blethenii@ubs.com
                                Robert Blethen
                                131 South Rodeo Drive,Beverly Hills,CA,90212
                              • Kelsey Joan Berryman Profile Picture

                                Kelsey Berryman

                                Wealth Strategy Associate

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                                      205 N Detroit Street
                                      5th Floor
                                      Denver, CO 80206
                                      kelsey.berryman@ubs.com
                                      Kelsey Berryman
                                      205 N Detroit Street,Denver,CO,80206
                                    • Albert headshot v2

                                      Albert Leung

                                      Client Associate

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                                              251 South Lake Avenue
                                              10th Floor
                                              Pasadena, CA 91101
                                              albert.leung@ubs.com
                                              Albert Leung
                                              251 South Lake Avenue,Pasadena,CA,91101
                                            • Leslie Ann Manuel Profile Picture

                                              Leslie Manuel

                                              Senior Wealth Strategy Associate

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                                                    251 South Lake Avenue
                                                    10th Floor
                                                    Pasadena, CA 91101
                                                    leslie.manuel@ubs.com
                                                    Leslie Manuel
                                                    251 South Lake Avenue,Pasadena,CA,91101
                                                  • Helen head shot

                                                    Helen Guan

                                                    Team Administrator

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                                                    • CA
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                                                          251 South Lake Avenue
                                                          10th Floor
                                                          Pasadena, CA 91101
                                                          helen.guan@ubs.com
                                                          Helen Guan
                                                          251 South Lake Avenue,Pasadena,CA,91101
                                                        • David Rosenthal

                                                          Executive Director

                                                          Wealth Planning Strategist – Wealth Planning & Trust Consulting Team

                                                          David is a Wealth Planning Strategist in our San Francisco and Pacific Northwest markets. In this capacity, David is responsible for providing Financial Advisors and their high-net-worth clients with unbiased, product neutral, advanced planning strategies, design and implementation. As an advanced financial planner, he provides expertise in the following areas:
                                                          − Estate and multi-generational planning
                                                          − Retirement income and cash flow analysis
                                                          − Business continuity and succession planning
                                                          − Retirement plans and employee benefits
                                                          − Risk and liability management planning
                                                          − Charitable giving strategies
                                                          − Executive compensation and benefit strategies
                                                          − Special Needs & Disability Planning

                                                          Professional History
                                                          Prior to joining UBS in 2006, David's 35 years in the financial services industry include tenures at Mellon Bank, Wachovia Securities and Merrill Lynch.

                                                          Education
                                                          David holds a B.A in Psychology from Duquesne University and a J.D. from Taft University School of Law. He has also completed the Applied Behavioral Finance certificate program through the Investments & Wealth Institute and is a member of the Academy of Special Needs Planners & the San Francisco Estate Planning Council.

                                                          Designations Held
                                                          Accredited Estate Planner (AEP®)
                                                          Certified Financial Planner (CFP®)
                                                          Certified Private Wealth Advisor (CPWA®)
                                                          Chartered Life Underwriter (CLU®)
                                                          Chartered Financial Consultant (ChFC®)
                                                          Chartered Advisor in Philanthropy (CAP®)
                                                          Chartered Special Needs Consultant (ChSNC®)
                                                          Chartered Retirement Planning Counselor (CRPC®)
                                                          Chartered Retirement Plans Specialist (CRPS®)
                                                          Certified Investment Management Analyst (CIMA®)
                                                          Certified Investment Management Consultant (CIMC®)
                                                          Certified Exit Planning Advisor (CEPA®)
                                                        • Kiran

                                                          Kiran Ahuja

                                                          NMLS #947868

                                                          Wealth Management Banker, UBS Bank USA

                                                          Wealth Management Banker

                                                          Kiran Ahuja joined UBS Bank USA in 2017 and she is currently a Wealth Management Banker covering the Los Angeles Private Wealth Management and Greater CA/NV Markets.

                                                          Kiran has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

                                                          Professional history

                                                          Kiran began her career in financial services in 2007. Prior to joining UBS, Kiran worked at Morgan Stanley as a Banker Associate, advising Financial Advisor’s and their clients on the Bank’s lending and cash management offering.

                                                          Education and personal information

                                                          In Kiran’s role as a Wealth Management Banker her NMLS # is 1017772. She holds her Series 7 and 66 securities licenses. She also holds a Bachelor’s degree from John Jay College.

                                                          Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

                                                        World Way Team leverages strategic thinking

                                                        Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

                                                        Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

                                                        Chess board

                                                        World Way Team utilizes 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.

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                                                        Outlook on interest rates

                                                        Tree

                                                        UBS and Credit Suisse—stronger than ever

                                                        Multicultural

                                                        Invest to advance

                                                        Let’s build the future of multicultural wealth. Together.

                                                        Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

                                                        A leader in wealth management

                                                        Backed by the strength of our parent company, UBS AG

                                                        $5.8+ trn

                                                        UBS Group invested assets
                                                        As of 03/31/2024

                                                        #1

                                                        for High Net-Worth clients

                                                        Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

                                                        14.8%

                                                        CET1 capital ratio
                                                        UBS is one of the world’s best-capitalized banks

                                                        UBS Company Reporting as of 03/31/2024

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