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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.

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Deepak Danavar, CFP, CIMA, CPWA, CRPC

First 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
  • FL
  • HI
  • NV
  • TX
  • UT

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

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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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