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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
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, retirement planning and risk management. With her extensive experience, 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
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
Wynne Yu-Chih I is also part of:
The Wynne Group
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
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, retirement planning and risk management. With her extensive experience, 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
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
Wynne Yu-Chih I is also part of:
The Wynne Group
Lets connect
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
