Cheng and Shea Financial Group - UBS Financial Services Inc., 305 Lytton Ave, Palo Alto, CA 94301, US

Ellice Papp, CIMA is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Palo Alto, CA. With over four decades of experience in the investment business, Ellice specializes in providing tailored wealth advice to a diverse clientele, with a particular focus on empowering women to become decision-makers in managing their wealth. She helps clients clarify their priorities and goals, offering comprehensive guidance in areas such as asset allocation, investment strategy, intergenerational wealth transfer, philanthropy, and tax mitigation. Ellice also emphasizes the importance of sustainable investing and works with other professionals to create a virtual family office experience for her clients. Outside of her professional life, Ellice enjoys spending time with her family and friends, engaging in various interests such as theater, opera, museums, fitness, hiking, and exploring new cuisines. She holds a B.A. from the University of California, Berkeley, and is a Certified Investment Management Analyst and Wealth Advisor. Ellice is registered in multiple states, including California, Florida, Massachusetts, Michigan, New Jersey, New York, and Tennessee.Generated from the website

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