A plan for today, tomorrow and generations to come

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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 in 2007.

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® 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 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™

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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 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 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. 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, she enjoys traveling, skiing, hiking and spending time outdoors.

• University of Texas, Bachelor of Science in Nutrition

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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.