A plan for today, tomorrow and generations to come

KWM Team Group 2022

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers in a lobby

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Farhood Kasiri

    Farhood "Fred" Kasiri

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • KS
    • LA
    • MO
    • MT
    • NM
    • OK
    • OR
    • TX
    • UT
    • WA

    Farhood “Fred” Kasiri began his investment career as a Financial Consultant with Shearson Lehman Hutton in 1984. In 1990, he joined UBS (formerly PaineWebber) as an Investment Executive. For over 38 years, Fred has been prudently practicing wealth management tailored to individual circumstances. He has conducted educational seminars on such topics as retirement planning, as well as tax-free and taxable investments.


    Fred earned a B.S. in mechanical engineering and has undergone extensive and comprehensive financial training. He holds the Series 3, 7, 63 and 65 securities licenses as well as life and health insurance and variable annuity licenses. Since 1996, Fred has received recognition from the UBS President’s Council and UBS Directors’ Council.


    Fred is also one of a small number of Financial Advisors at the firm who has earned the title of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services.


    Fred and his team believe that wealth management is more than the wide range of services and solutions. What separates them from the rest of the field is how those services and solutions are developed and delivered to help pursue your goals. That’s why Kasiri Wealth Management offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Fred and his team draw upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.


    Away from business, Fred maintains an active lifestyle. He enjoys swimming, skiing, and nature walks.

      • University of Louisana at Lafayette , Bachelor of Science Degree in Mechanical Engineering
      • Wealth Advisor
      800 North Shoreline Boulevard
      North Tower, Suite 160
      Corpus Christi, TX 78401
    •  Donal Kasiri

      Donal "Donny" Kasiri, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AR
      • AZ
      • CA
      • CO
      • FL
      • GA
      • ID
      • KS
      • LA
      • MO
      • MT
      • NM
      • NV
      • OH
      • OK
      • OR
      • TN
      • TX
      • UT
      • WA

      Donal "Donny" Kasiri began his career in the financial services industry as an intern with UBS in 2004. He received a B.B.A. in finance, graduating with honors from The University of Texas at San Antonio in 2007.

      Donny joined UBS and the Kasiri Wealth Management team as a Financial Advisor in 2007. For over 15 years, Donny has been diligently providing wealth management advice. As a Certified Financial Planner, he has been instrumental in preparing and delivering personalized financial plans to clients. He holds the Series 7 and 66 securities licenses as well as life and health insurance and variable annuity licenses. Donny is a member of the prestigious UBS Director's Council.


      Donny has distinguished himself among his peers by attaining the Certified Financial Planner™ (CFP®) certification. The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

      Donny loves spending time with his dogs and supporting no kill animal shelters. He also enjoys working outdoors and visiting family.

        • University of Texas at San Antonio, Bachelor of Business Administration Degree in Finance
        • CERTIFIED FINANCIAL PLANNER™
        800 North Shoreline Boulevard
        North Tower, Suite 160
        Corpus Christi, TX 78401
      • Shadan 2022

        Shadan Kasiri

        Financial Advisor

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        • AR
        • CA
        • CO
        • FL
        • GA
        • ID
        • KS
        • LA
        • MO
        • NM
        • NV
        • OK
        • OR
        • TX
        • UT
        • WA

        Shadan Kasiri joined Kasiri Wealth Management in January of 2022.  She has since completed the UBS financial advisor training program, obtained all required credentials, and has transitioned into the role of financial advisor with our team.     

         

        After receiving a Bachelor of Science in nutrition from the University of Texas at Austin (UT) and earning a registered dietitian license, Shadan served as a healthcare professional for over 15 years.  Prior to joining the Kasiri Wealth Management team, she most recently worked at Oregon Health and Science University Hospital as a board-certified specialist in pediatric nutrition.  As such, she served as a neonatal intensive care unit (NICU) nutrition expert for a team of pediatric specialty physicians.  Some notable contributions Shadan made to the nutrition and medical communities during her tenure include co-authoring several clinical nutrition guidelines used to treat NICU infants, creating and revising hospital policies, contributing to research, providing nutrition training to physicians, and guest lecturing at UT Austin as well as other venues.  

         

        In the financial industry, Shadan holds the Series 7 and 66 securities licenses, as well as the life and health insurance and variable annuity licenses.  Away from business life, she enjoys traveling, skiing, hiking, and spending time outdoors.

         

          • University of Texas, Bachelor of Science in Nutrition
            800 North Shoreline Boulevard
            North Tower, Suite 160
            Corpus Christi, TX 78401
          •  Sharon Garza

            Sharon Garza

            Senior Client Associate

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            • AR
            • CA
            • CO
            • FL
            • GA
            • ID
            • KS
            • LA
            • MO
            • NM
            • OK
            • OR
            • TX
            • UT
            • WA

            Sharon Garza began her career in the financial service industry in 1991.  She has worked in several different capacities in the industry such as a branch administrator, client service associate and branch liaison.

            She joined the Kasiri Wealth Management Team at UBS Financial Services Inc. as a Senior Client Service Associate in January 2010. With over 31 years of experience in the financial industry she brings extensive knowledge to the administrative side of our business. Sharon holds Series 7, 63 and 66 licenses.

            Sharon enjoys doing crafts, watching football and baseball, spending time with family, and cookouts.

                  800 North Shoreline Boulevard
                  North Tower, Suite 160
                  Corpus Christi, TX 78401

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                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.

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                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

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