A plan for today, tomorrow and generations to come

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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.

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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.

  •  Donal Kasiri

    Donal "Donny" Kasiri, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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

    Donal "Donny" Kasiri began his career in the financial services industry over 20 years ago with UBS. He received a B.B.A. in finance, graduating with honors from The University of Texas at San Antonio.

    For two decades, Donny worked closely as a partner with his father, Fred, on the Kasiri Wealth Management team. As a Financial Advisor and CFP® professional, Donny draws upon this invaluable experience, as well as extensive and comprehensive financial training, to prudently practice wealth management tailored to individual circumstances.

    He holds the Series 7 and 66 securities licenses as well as life and health insurance and variable annuity licenses.

    Donny has distinguished himself among his peers by attaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. The CFP® mark 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 and his team believe that wealth management is more than a wide range of services and solutions. This is what separates Kasiri Wealth Management from the rest; they offer a customized wealth management approach, built on a personal relationship and shaped by an understanding of your needs and aspirations. In addition, Donny and his team draw upon the unique advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.

    Donny loves spending time with his dogs, supporting animal shelters, 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
      donal.kasiri@ubs.com
      Donal "Donny" Kasiri, CFP
      800 North Shoreline Boulevard,Corpus Christi,TX,78401
    • Shadan 2022

      Shadan Kasiri, AAMS

      Financial Advisor

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      • AR
      • CA
      • CO
      • FL
      • GA
      • ID
      • KS
      • LA
      • MO
      • 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 contributes an important role as a financial advisor on our team.

      After receiving a Bachelor of Science in nutrition from The University of Texas at Austin 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 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 coauthoring 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. In addition, she has earned the Accredited Asset Management Specialist™ (AAMS™) designation. Those who hold the AAMS™ designation have completed a course encompassing investments, insurance, taxes, retirement, and estate planning. Moreover, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

       Away from business life, Shadan 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
          shadan.kasiri@ubs.com
          Shadan Kasiri, AAMS
          800 North Shoreline Boulevard,Corpus Christi,TX,78401
        •  Sharon Garza

          Sharon Garza

          Senior Client Associate

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

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

          She joined the Kasiri Wealth Management team at UBS Financial Services Inc. as a Senior Registered Client Associate in January 2010. With 34 years of experience in the financial industry, she brings extensive knowledge, care, and a friendly approach to the administrative side of our business. Sharon holds Series 7, 63 and 66 licenses.

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

                800 North Shoreline Boulevard
                North Tower, Suite 160
                Corpus Christi, TX 78401
                sharon.garza@ubs.com
                Sharon Garza
                800 North Shoreline Boulevard,Corpus Christi,TX,78401
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              ElectionWatch 2024

              24 questions for the '24 US election

              Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

              The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

              Download the report

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