Knowledge

Eva Agi joined UBS as a Wealth Strategy Associate with a passion for helping entrepreneurs and families achieve their financial goals. She graduated from UC Berkeley and is a registered Certified Financial Planner (CFP ®) Professional. Before joining Cogent Wealth Management Group, Eva worked as an advisor at Gerber Kawasaki Wealth Management, where she built comprehensive financial plans tailored to her clients’ unique needs.

In her free time, Eva enjoys hiking, reading, cooking, and traveling.

Sean joined UBS Financial Services Inc. in 2012. He prides himself on developing comprehensive wealth management solutions for his clients. Liability management is just as important as asset management so Sean spends a great amount of time constructing strategies for both sides of his clients' balance sheet. Sean utilizes the full breadth and resources of the firm and works diligently to create a financial plan that will accomplish his clients individual needs, wants and wishes.

Sean has worked in the financial services industry since 2001. Prior to UBS, Sean was a Director, Financial Advisor at Deutsche Bank Alex Brown. Before entering the financial services industry, Sean was a founding member of a food start-up company.

Sean earned his B.S. in Public Finance from Indiana University. He is involved with many charitable organizations and enjoys physical fitness, golf and traveling. He resides in Fairfax with wife Sara, daughter Kariana, son Ryder and Covid puppy.

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As a young adult, I was a competitive tennis player in Southern California. I found great satisfaction in training every day and competing  almost every weekend. I obviously loved winning more than losing but it wasn’t until High School that I was able to realize the value of a  team and the joy of sharing success with that team. The hard work and leadership it takes, day in and day out, to be successful is what  fundamentally translates to the team we have built here at UBS since joining in 2012. We strive to put our clients first and have built the  infrastructure to make sure outcomes align with goals. 

Prior to the start of my financial career, I received an academic scholarship to attend George Washington University. I arrived in Washington D.C. in August of 2001. Living through 9/11 in D.C. was a formative experience that shaped a lot of my world view. Majoring in finance and  international business with a minor in Philosophy has provided me with insight and critical thinking skills to work with a wide array of high  net worth and ultra-high net worth families.

Whether you are a business owner, real estate owner, executive or serial entrepreneur with lots of unique needs, my job is to act as a liaison  for all the resources UBS has to offer. For our clients there is no “one-size fits all” solution and we’ll work together to make sure your  individual and loved one's needs are taken care of.

Outside of the office, I am involved with many non-profit organizations, but I spend most of my resources supporting JBBBSLA. I have been a  “big brother” since 2007 and I have been part of the Board of Directors since 2014. When I find the time, I still enjoy tennis and paddle  tennis, but I also love golf, snowboarding, and backpacking in the Eastern Sierras.

I live with my wife, Mariko, our son, Kingston, and our dog, Bandit in Venice Beach. On the weekends you’ll typically find us on our bikes  around the neighborhood.

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Souvanna comes to us from Morgan Stanley where he supported a handful of advisors. Prior to Morgan Stanley, Souvanna worked with our Operations Team in Walnut Creek. Souvanna is a proud graduate of San Francisco State University.

Growing up, I always loved any kind of math problem. I found great satisfaction from working through the problem sets knowing at the end I would either be right or wrong. I of course preferred to be more right than wrong but it was black or white – no gray area. As a result, choosing to study electrical engineering with a minor in mathematics at Union College in Schenectady, New York was an easy decision for me. After many nights and weekends in the lab (talking to the circuit board) I realized that I missed people and I'm thrilled I did because the most sophisticated, rewarding problem sets I have ever solved have been with and for my clients.

Whether you are an entrepreneur or venture capitalist who recently sold a company; a newly minted divorcee who gets to rebrand the wealth in your name only; or a dual working couple with growing wealth and lots of moving parts, my job is to make sure your wealth does everything you want it to do. For my clients, I have learned, the right solution is about the return—and also the focus of their wealth. The gray area matters profoundly.

Personal & Community

• Avid morning runner
• Experimental chef + baker
   

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Chris has close to 30 years of investment and wealth management experience. He joined UBS in 2006 when Piper Jaffray's private client business was acquired by UBS. Chris is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. His successful Individual and Family Wealth Management practice serves executives + employees of public and recently acquired private companies. Chris studied economics at Colorado State University. He lives in the East Bay with his wife and son.

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