An experienced and committed team

Salma Zahr

Executive Director

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WY

Education

  • The Wharton School, University of Pennsylvania, MBA in Finance: 2011 - 2013
  • Carnegie Mellon University, Bachelor of Science in Computational Economics

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

Cash management
Philanthropy
Exit planning
Alternative investments
Executive compensation
Entrepreneurs
Estate planning strategies
Family Offices
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

salma.zahr@ubs.com
Salma Zahr
251 South Lake Avenue,Pasadena,CA,91101

Bhadresh J. Shah

Managing Director–Wealth Management

Private Wealth Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WY

Education

  • India, Bachelor Degree in Mathematics
  • India, Master’s Degree in Business Administration
  • University of Alabama, Master’s Degree in Finance

Credentials

  • Private Wealth Advisor
  • Senior Portfolio Manager
  • Certified Exit Planning Advisor
  • Certified Investment Management Consultant

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

Exit planning
Custom portfolios
Alternative investments
Multi-generational families
Business owners
Entrepreneurs
Hedge Fund managers
Investing
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

bhadresh.shah@ubs.com
Bhadresh J. Shah
251 South Lake Avenue,Pasadena,CA,91101

Cameron Azad

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WY

Education

  • University of California Santa Cruz, Bachelor’s Degree in Economics
  • University of California Santa Cruz, Bachelor’s Degree in Mathematics

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

Cash management
Securities-backed lending
Retirement planning
Investing
Custom portfolios
Asset allocation
Alternative investments
Entrepreneurs
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

cameron.azad@ubs.com
Cameron Azad
251 South Lake Avenue,Pasadena,CA,91101

Yasmeen Issa

Client Associate

Yasmeen Issa is currently a client associate for the World Way Wealth Management group at UBS, working closely with the esteemed financial advisor, Salma Zahr. Having joined the team in May 2025, Yasmeen has been responsible for prospective and client marketing as well as supporting client accounts through operational tasks.

Yasmeen graduated in May 2024 with a B.A. in Marketing from the McCombs School of Business at the University of Texas at Austin. Prior to joining UBS, she worked at a luxury brand company in the marketing department as a full-time intern before she was promoted to being an official member of the marketing team.

251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

yasmeen.issa@ubs.com
Yasmeen Issa
251 South Lake Avenue,Pasadena,CA,91101

Rebecca Park

Team Administrator

Registered States:
  • AZ
  • CA
  • FL
  • MI
  • NJ
  • NV
  • NY
  • PA
  • TX
  • VA
  • WY
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

rebecca.park@ubs.com
Rebecca Park
251 South Lake Avenue,Pasadena,CA,91101

Robert Blethen

Registered Client Associate

Registered States:
  • AZ
  • CA
  • FL
  • MI
  • NJ
  • NM
  • NY
  • PA
  • TX
  • VA
  • WY
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

robert.blethenii@ubs.com
Robert Blethen
251 South Lake Avenue,Pasadena,CA,91101

Our resources

  • 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®)

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