A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

We're ready to listen.

The unique needs of athletes and entertainers

Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on giving your best. How do we do it? Through customized financial planning focused on your needs and coordinated with your agent and accountant.

LevelUp with Austin Ekeler

Austin Ekeler an NFL Running Back, shares his experience on making it to the NFL and how he navigated big financial decisions

Long Game with Damian Lillard

Damian Lillard, a 6X NBA All-Star, All-NBA First Team and member of the NBA’s 75th Anniversary Team – explore his legacy on and off the court.

Front Office with Travis Kelce

Travis Kelce is a 3X Super Bowl Champion and a future Hall of Famer, playing Tight End for the Kansas City Chiefs. Watch him hear pitches from two companies and find out who’ll get the funding to take their business to the next level.

Long Game with Ken Griffey Jr

Ken Griffey Jr., is a Baseball Hall of Famer, 13X All-Star, and one of the greatest home run hitters in MLB history. Explore his legacy on and off the playing field.

LevelUp with Kristi Castlin

Watch Kristi Castlin, a 5x NCAA Champion with Virginia Tech and 2016 Olympic Bronze medalists in the 100M hurdles, share her story on money and the importance of being financially fit through her focus on relationships

Front Office with Renee Montgomery

Renee Montgomery is a NCAA National Champion, 2X WNBA Champion and part-owner of the Atlanta Dream. Watch her take on pitches from two companies and find out who’ll get the funding to take their business to the next level.

Sasha Kottmeier Of UBS: How My Experience in Athletics Trained Me to Become a Better Leader
An Interview With Vanessa Ogle - Article from the Medium

Click Here

Sasha Kottmeier

Executive Director

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
As a Wealth Advisor with 26 years of experience, Sasha develops customized
strategies to help clients pursue the goals that truly matter. Sasha focuses on
longevity planning, including retirement income, insurance and helping clients
visualize and realize the life that they want to live in their retirement years. He has
a strong practice of implementing wealth transfer strategies, including inheritance
and business succession planning, as well as life transition planning for marriage,
divorce and loss of a loved one. Sasha always puts his clients first and gets genuine
enjoyment from helping clients dream, strategize and achieve their financial goals.
In addition to serving clients, Sasha spent 15 years in management with UBS,
initially responsible for coaching all new financial advisors and most recently as the
Branch Manager of the Irvine Spectrum office. These years in management have
produced in Sasha an invaluable set of skills, resources and wisdom for handling
the diverse challenges that individuals and families face. While Sasha truly loves
coaching and helping other financial managers succeed, his true passion lies with
helping clients directly and as of 2023 he is pleased to be serving his own clients
on a full-time basis as a member of the Thompson Katzaroff Kottmeier Group.
Sasha has made it his mission to get to know his clients on a personal level and
work with dedication and passion on the goals and challenges that matter most.

Education and credentials
- Entered the financial industry in 1999
- Series 3, 7, 9, 10, and 66 securities licenses
- B.A. in Asian Studies from University of Redlands in Redlands, CA
  and received honorary degree from Waseda University in Japan
Personal Background

Sasha and his wife have three children, two girls and one boy. Outside
of the office, he enjoys mountain biking, running, motorcycles, free
diving and traveling. His greatest enjoyment comes from spending
time with his family.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
20 Pacifica
Suite 1500
Irvine, CA 92618

sasha.kottmeier@ubs.com

Sasha Kottmeier

20 Pacifica,Irvine,CA,92618
Jaime Lowry

Senior Registered Client Associate
View bio
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime joined UBS Financials Services in 2008. She holds Series 7 and 66 licenses. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.
20 Pacifica
Suite 1500
Irvine, CA 92618

jaime.lowry@ubs.com

Jaime Lowry

20 Pacifica,Irvine,CA,92618
Danny Koh

Registered Client Associate
View bio
- AL
- AL
- AZ
- AZ
- CA
- CA
- CO
- CO
- CT
- CT
- FL
- FL
- HI
- HI
- ID
- ID
- IL
- IL
- IN
- IN
- KS
- KS
- MA
- MA
- MD
- MD
- MI
- MI
- MN
- MN
- MO
- MO
- NC
- NC
- NJ
- NJ
- NM
- NM
- NV
- NV
- NY
- NY
- OK
- OK
- OR
- OR
- PA
- PA
- TX
- TX
- UT
- UT
- VA
- VA
- VT
- VT
- WA
- WA
- WI
- WI
- WY
- WY
Danny Koh is a seasoned financial professional with 9 years of experience in the industry. Holding both the Series 7 and Series 66 licenses, he brings a wealth of knowledge and expertise to his work. Outside of his professional life, Danny is a dedicated father to two daughters, ages 8 and 3, whom he coaches in soccer. He’s a passionate football fan, especially when it comes to cheering on the Chargers. Balancing family, sports, and his career, Danny strives for excellence in every aspect of his life.
20 Pacifica
Suite 1500
Irvine, CA 92618

danny.koh@ubs.com,danny.koh@ubs.com

Danny Koh

20 Pacifica,Irvine,CA,92618,20 Pacifica,Irvine,CA,92618

Sasha Kottmeier

Executive Director

Financial Advisor
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
As a Wealth Advisor with 26 years of experience, Sasha develops customized
strategies to help clients pursue the goals that truly matter. Sasha focuses on
longevity planning, including retirement income, insurance and helping clients
visualize and realize the life that they want to live in their retirement years. He has
a strong practice of implementing wealth transfer strategies, including inheritance
and business succession planning, as well as life transition planning for marriage,
divorce and loss of a loved one. Sasha always puts his clients first and gets genuine
enjoyment from helping clients dream, strategize and achieve their financial goals.
In addition to serving clients, Sasha spent 15 years in management with UBS,
initially responsible for coaching all new financial advisors and most recently as the
Branch Manager of the Irvine Spectrum office. These years in management have
produced in Sasha an invaluable set of skills, resources and wisdom for handling
the diverse challenges that individuals and families face. While Sasha truly loves
coaching and helping other financial managers succeed, his true passion lies with
helping clients directly and as of 2023 he is pleased to be serving his own clients
on a full-time basis as a member of the Thompson Katzaroff Kottmeier Group.
Sasha has made it his mission to get to know his clients on a personal level and
work with dedication and passion on the goals and challenges that matter most.

Education and credentials
- Entered the financial industry in 1999
- Series 3, 7, 9, 10, and 66 securities licenses
- B.A. in Asian Studies from University of Redlands in Redlands, CA
  and received honorary degree from Waseda University in Japan
Personal Background

Sasha and his wife have three children, two girls and one boy. Outside
of the office, he enjoys mountain biking, running, motorcycles, free
diving and traveling. His greatest enjoyment comes from spending
time with his family.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
20 Pacifica
Suite 1500
Irvine, CA 92618

sasha.kottmeier@ubs.com

Sasha Kottmeier

20 Pacifica,Irvine,CA,92618
Jaime Lowry

Senior Registered Client Associate
View bio
- AK
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WY
For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime joined UBS Financials Services in 2008. She holds Series 7 and 66 licenses. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.
20 Pacifica
Suite 1500
Irvine, CA 92618

jaime.lowry@ubs.com

Jaime Lowry

20 Pacifica,Irvine,CA,92618
Danny Koh

Registered Client Associate
View bio
- AL
- AL
- AZ
- AZ
- CA
- CA
- CO
- CO
- CT
- CT
- FL
- FL
- HI
- HI
- ID
- ID
- IL
- IL
- IN
- IN
- KS
- KS
- MA
- MA
- MD
- MD
- MI
- MI
- MN
- MN
- MO
- MO
- NC
- NC
- NJ
- NJ
- NM
- NM
- NV
- NV
- NY
- NY
- OK
- OK
- OR
- OR
- PA
- PA
- TX
- TX
- UT
- UT
- VA
- VA
- VT
- VT
- WA
- WA
- WI
- WI
- WY
- WY
Danny Koh is a seasoned financial professional with 9 years of experience in the industry. Holding both the Series 7 and Series 66 licenses, he brings a wealth of knowledge and expertise to his work. Outside of his professional life, Danny is a dedicated father to two daughters, ages 8 and 3, whom he coaches in soccer. He’s a passionate football fan, especially when it comes to cheering on the Chargers. Balancing family, sports, and his career, Danny strives for excellence in every aspect of his life.
20 Pacifica
Suite 1500
Irvine, CA 92618

danny.koh@ubs.com,danny.koh@ubs.com

Danny Koh

20 Pacifica,Irvine,CA,92618,20 Pacifica,Irvine,CA,92618

A plan for today, tomorrow and generations to come

The unique needs of athletes and entertainers

LevelUp with Austin Ekeler

Long Game with Damian Lillard

Front Office with Travis Kelce

Long Game with Ken Griffey Jr

LevelUp with Kristi Castlin

Front Office with Renee Montgomery

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