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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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
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.
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
