Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

rowing

Sasha R. Kottmeier

Executive Director

Financial Advisor

As a Wealth Advisor, Sasha utilizes a consultative approach to wealth management and develops customized strategies to help clients pursue their goals. Sasha focuses on longevity planning, including retirement income and insurance planning. He has a strong practice of implementing wealth transfer strategies, including inheritance and business succession planning. Additionally he has a strong knowledge of life transition planning for marriage, divorce and loss of a loved one. He always puts his clients first and enjoys helping them reach their financial goals. As Branch manager, Sasha gets equal enjoyment from helping his Financial Advisors in this office succeed. In addition to his wealth management skills, Sasha has proven coaching skills. Prior to becoming manager of the Irvine Spectrum Branch, he was responsible for coaching more than 100 Financial Advisors in the Northern and Southern Pacific Regions on effective ways to grow their business. Under Sasha's guidance, the Fa's in those regions had the best coaching results in the firm. Now, he is using those skills to coach the Fa's in the Irvine office.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The 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.

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

  • CA Insurance License 0C80674
20 Pacifica
Suite 1500
Irvine, CA 92618
  • (949) 453-5107

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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In invested assets globally 
As of 12/31/2022

51 countries

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