Member of the Irvine Chapter
 
Cheryl A. Gee
Senior Wealth Strategy Associate
UBS Financial Services

My role at The Gee Group focuses on your wealth so you can focus on the things that matter most to you. By combining the experience and skills of each member of The Gee Group, we deliver tailored investment strategies designed to help you manage and grow your wealth. We place high value on relationships and form our relationship with you based on integrity, accountability, and understanding. Our goal is to learn about you and your values, adapt our vast resources to support your needs, and ultimately use this combination of knowledge and resources to help you attain your goals. Licenses: 7, 66, 31, and Annuities and Life Insurance


Work Address
UBS Financial Services

20 Pacifica, Suite 1500
Irvine, CA 92618
Profession
Wealth Management, The Gee Group
12years experience.
Specialization
Certified Financial Plannerâ„¢
Phone
949-453-5134
Mobile Phone
949-378-3445
Fax
855-221-3532
cheryl.gee@ubs.com
Business Website
 
 Education
 UCLA BA 1981
 

Professional Groups
CERTIFIED FINANCIAL PLANNERâ„¢


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