Insight-based advice

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.

books

Deepak Danavar, CFP, CIMA, CPWA, CRPC

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:

  • Wealth Structuring
  • Estate Planning & Gifting Strategies
  • Charitable Planning
  • Retirement Income Planning
  • Investment Advisory and Asset Management
  • Portfolio Analysis & Simulation
  • Alternative Investments
  • Concentrated Stock Services
  • Stock Option Strategies
  • Mortgage Solutions
  • Real Estate Financing
  • Asset-based Financing
  • Securities-based Financing
  • Family Office Services
  • Investment Banking Services

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • MA
  • MD
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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

  • B.S. Biology, University of California, Irvine
  • M.B.A, The Wharton School, University of Pennsylvania
  • Master of Business Taxation, Leventhal School of Accounting, Marshall School of Business, USC
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 859-5438

Email Me

Why does A.I. in space matter?

Outlook on interest rates

Tree

UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights