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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
As part of UBS's Wealth Management Group, Deepak provides financial guidance to his clients and their families by taking a holistic approach to financial planning. Each family he works with has unique and complex financial lives and he enjoys collaborating with them to address their biggest financial challenges. Deepak utilizes a disciplined financial planning process to gain a firm understanding of a family's goals, attitudes toward risk, and personal values.
To develop and execute the customized plan, Deepak leverages the intellectual capital of his team and vast global resources of UBS. With access to a wide array of specialists within the firm, UBS offers clients a range of services, including:
Deepak holds several advanced designations in the field of Financial Planning. Advisors who have earned these designations are held to the highest ethical standards and are required to complete continuing education coursework in all areas of Financial Planning.
Deepak is passionate about working with people and helping others. When not working with clients, he spends time working with the people of his community. Through involvement with Adopt a Family, The Wharton Club of Southern California and Minds Matter, he strives to make a positive impact on society and the environment.
Deepak resides in Los Angeles with his wife and their three children. In his spare time, Deepak enjoys spending time with his family and friends, playing golf, tennis, snowboarding and traveling.
Education
Senior Vice President–Wealth Management
As part of UBS's Wealth Management Group, Deepak provides financial guidance to his clients and their families by taking a holistic approach to financial planning. Each family he works with has unique and complex financial lives and he enjoys collaborating with them to address their biggest financial challenges. Deepak utilizes a disciplined financial planning process to gain a firm understanding of a family's goals, attitudes toward risk, and personal values.
To develop and execute the customized plan, Deepak leverages the intellectual capital of his team and vast global resources of UBS. With access to a wide array of specialists within the firm, UBS offers clients a range of services, including:
Deepak holds several advanced designations in the field of Financial Planning. Advisors who have earned these designations are held to the highest ethical standards and are required to complete continuing education coursework in all areas of Financial Planning.
Deepak is passionate about working with people and helping others. When not working with clients, he spends time working with the people of his community. Through involvement with Adopt a Family, The Wharton Club of Southern California and Minds Matter, he strives to make a positive impact on society and the environment.
Deepak resides in Los Angeles with his wife and their three children. In his spare time, Deepak enjoys spending time with his family and friends, playing golf, tennis, snowboarding and traveling.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
