Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
I’m Joe Katzaroff, our team’s lead certified financial planner (CFP) and senior partner, boasting an impressive 35-year wealth management career. My journey began in 1988 and I’ve remained dedicated to UBS (formerly Paine Webber) ever since. In 1988, I earned my Bachelor of Science degree in Business Finance from California State University of Long Beach in 1988.
At UBS, I provide wealth management services with a focus on understanding understanding your wealth, and grasping what you wish to achieve. These essential aspects form the foundation of our collaboration. By diving deep into these elements, we can develop personalized and effective strategy to help you reach your financial goals and aspirations with confidence and clarity.
Outside of my professional endeavors, my heart belongs to my wife Barbara, my college sweetheart, and together, we have joyfully raised for wonderful and active children. During my leisure time, I enjoy thrilling adventures on my mountain bike, invigorating wakeboarding & wake surfing sessions at Lake Mead, and I’m an avid Pickleball player. My dedication to both my professional and personal pursuits makes me a well-rounded and respected individual.
Let’s embark on this financial journey together, building a brighter and prosperous future for you and your loved ones.
CA Inc Lic 0A45893
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
CERTIFIED FINANCIAL PLANNER™ (CFP®)
I’m Joe Katzaroff, our team’s lead certified financial planner (CFP) and senior partner, boasting an impressive 35-year wealth management career. My journey began in 1988 and I’ve remained dedicated to UBS (formerly Paine Webber) ever since. In 1988, I earned my Bachelor of Science degree in Business Finance from California State University of Long Beach in 1988.
At UBS, I provide wealth management services with a focus on understanding understanding your wealth, and grasping what you wish to achieve. These essential aspects form the foundation of our collaboration. By diving deep into these elements, we can develop personalized and effective strategy to help you reach your financial goals and aspirations with confidence and clarity.
Outside of my professional endeavors, my heart belongs to my wife Barbara, my college sweetheart, and together, we have joyfully raised for wonderful and active children. During my leisure time, I enjoy thrilling adventures on my mountain bike, invigorating wakeboarding & wake surfing sessions at Lake Mead, and I’m an avid Pickleball player. My dedication to both my professional and personal pursuits makes me a well-rounded and respected individual.
Let’s embark on this financial journey together, building a brighter and prosperous future for you and your loved ones.
CA Inc Lic 0A45893
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Executive Director
Financial Advisor
As a Wealth Advisor, Sasha 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.
Over the last 20 years, Sasha has gained experience, wisdom and resources that he shares with his clients to best pursue the goals that truly matter to them.
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.
CA Ins. Lic. 0C80674
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Executive Director
Financial Advisor
As a Wealth Advisor, Sasha 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.
Over the last 20 years, Sasha has gained experience, wisdom and resources that he shares with his clients to best pursue the goals that truly matter to them.
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.
CA Ins. Lic. 0C80674
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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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