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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Financial Advisor
Before joining UBS Financial Services in 2005, Kenji spent 10 years travelling the globe gaining professional industry experience working with Fortune 500 companies on complex business management, transformation, and reengineering efforts. He incorporates this expertise today, as he specializes in corporate retirement benefits and business transition planning as a Partner of Katz Wealth Management.
As a Chartered Retirement Plan Specialist (CRPS®) and Senior Retirement Plan Consultant (SRPC), Kenji has received extensive training in corporate retirement plan solutions, design, and implementation. He is a designated retirement consultant and focuses on pursuing clients’ stated objectives in developing retirement plans (i.e. 401(k), 403(b), defined-benefit, cash-balance, and executive benefit programs through the use of nonqualified deferred compensation plans). As an Endowment & Foundation Consultant (EFC), Kenji understands the distinct dynamics of advising non-profit clients on fiduciary/risk management and investment advisory services.
In addition, as a Certified Exit Planning Advisor (CEPA®), he collaborates with clients on business exit planning – helping business owners seamlessly transition out of their business, on their own terms, while reflecting their financial goals.
Backed by a team of 17 specialized investment professionals, we have the resources to provide clients with the highest caliber of service and advice.
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Before joining UBS Financial Services in 2005, Kenji spent 10 years travelling the globe gaining professional industry experience working with Fortune 500 companies on complex business management, transformation, and reengineering efforts. He incorporates this expertise today, as he specializes in corporate retirement benefits and business transition planning as a Partner of Katz Wealth Management.
As a Chartered Retirement Plan Specialist (CRPS®) and Senior Retirement Plan Consultant (SRPC), Kenji has received extensive training in corporate retirement plan solutions, design, and implementation. He is a designated retirement consultant and focuses on pursuing clients’ stated objectives in developing retirement plans (i.e. 401(k), 403(b), defined-benefit, cash-balance, and executive benefit programs through the use of nonqualified deferred compensation plans). As an Endowment & Foundation Consultant (EFC), Kenji understands the distinct dynamics of advising non-profit clients on fiduciary/risk management and investment advisory services.
In addition, as a Certified Exit Planning Advisor (CEPA®), he collaborates with clients on business exit planning – helping business owners seamlessly transition out of their business, on their own terms, while reflecting their financial goals.
Backed by a team of 17 specialized investment professionals, we have the resources to provide clients with the highest caliber of service and advice.
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
Credentials
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
