Michael Jiang

Michael Jiang, CFP®, MSF, CFA Level III Candidate, is currently an Associate Director - Senior Wealth Strategy Associate at UBS Financial Services, Inc., where they utilize over a decade of experience in wealth management to provide clients with actionable guidance. They previously advanced through various roles at Charles Schwab, culminating in Senior Manager – Wealth Advisor, and had foundational experience as a Bank Executive Officer at DBS Bank. Michael holds a Master of Finance from the Australian National University and a Bachelor's degree in Banking and Finance from Monash University, and is recognized for their ethical, client-first approach in managing and transitioning wealth.