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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Executive Director
Financial Advisor
Athletes & Entertainers Consultant
As a Wealth Advisor with 23 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.
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
Executive Director
Financial Advisor
Athletes & Entertainers Consultant
As a Wealth Advisor with 23 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.
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
