$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
I have experience in the largest capital markets of the world. Tokyo and New York. I moved with Goldman Sachs from Japan to New York to pursue a role in management and gained experience as a Financial Advisor with UBS and Merrill Lynch.
Non Profits:
I am fluent in English, Japanese, Hindi, Tamil, and Malayalam and rudimentary Telugu helps me relate and listen better to my clients' needs.
My husband and I enjoy the performing arts, adventure activities, travel, dogs and cooking. I love Sanskrit and Yoga.
CA Insurance License 0E02407
Education
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
So you can focus on your game.
As a professional athlete, the financial decisions you make today can have significant long-term consequences. That's why planning for the future couldn't be more important.
1The Sports Financial Literacy Academy, Money Smart Athletes blog, April 2019.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager