Executive Director
Financial Advisor
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.
California Insurance License #0C80674
Education and credentials
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.
Recognized as an industry leader:
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.
Executive Director
Financial Advisor
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.
California Insurance License #0C80674
Education and credentials
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.
Recognized as an industry leader:
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.
Authorized Officer
Senior Registered Client Associate
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.
Authorized Officer
Senior Registered Client Associate
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.
Registered Client Associate
Registered Client Associate
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.
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.
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