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.

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® 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 just 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 and 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 contributes an important role as a financial advisor on our team.     

After earning a Bachelor of Science in nutrition from The University of Texas at Austin, she became a registered dietitian and a Board Certified Specialist in Pediatric Nutrition. Shadan served as a healthcare professional for over 15 years.  Prior to joining the Kasiri Wealth Management team, she served as a neonatal intensive care unit (NICU) nutrition expert for a team of pediatric specialty physicians.   

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. She has earned the Accredited Management Specialist℠ (AAMS®) designation which requires completion of a course and examination encompassing investments, insurance, taxes, retirement, and estate planning. In addition, she has earned the CERTIFIED FINANCIAL PLANNER® certification. To become a CFP® professional, advisors must meet rigorous education, examination and experience requirements and commit to high ethical and professional standards.

Away from business life, Shadan enjoys traveling, being active outdoors, skiing, live music, and spending time with friends and family.

• University of Texas, Bachelor of Science in Nutrition

• CERTIFIED FINANCIAL PLANNER®
• Accredited Asset Management Specialist

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• CA
• CO
• FL
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• ID
• KS
• LA
• MO
• OK
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• UT
• WA

Sharon began her career in the financial services 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.