Understanding

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.

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.

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.