Experience

CERTIFIED FINANCIAL PLANNER™ (CFP®)

I’m Joe Katzaroff, our team’s lead certified financial planner (CFP) and senior partner, boasting an impressive 36 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 four 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

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

Taylor joined the team in 2012 after graduating from Vanderbilt University, where he studied community development and Spanish. He earned the Certified Financial PlannerTM certifcation in 2016 and completed the Oxford Impact Investing Programme in 2017. He enjoys working with clients to understand and align their values, investment strategies, financial goals and philanthropic visions. In addition to providing advice, he dedicates time to our community by volunteering to empower social entrepreneurs and creatives. Taylor lives in San Clemente with his wife, Ashley, and daughters, Poppy, Kaia, and Summer.

CA Ins Lic 0I07998

Blake attended San Diego State, where he graduated with a B.S. in business finance. He holds the Series 7 and Series 66 securities licenses. Blake immerses himself in the world of finance by studying Ben Graham’s concept of Margin of Safety and Philip Fisher’s 15 points for Growth Investing. He has an emphasis on valuation in his approach to the capital markets. Blake married his wife, Amy, in July 2020, and they are expecting their first baby in early 2023. On the weekends, Blake enjoys going to the park with their dog, Buddy, staying active, reading books and spending time with friends and 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.

Karen graduated from the University of California, Irvine with a B.S. in Mathematics in 2007. After graduating, she joined UBS to begin her career in the financial services industry. She holds Series 7 and 66 licenses as well as the CERTIFIED FINANCIAL PLANNER™ (CFP) certification. She is the team lead and is dedicated to strengthening client relationships through constant communication and efficiently solving client issues. Karen and her husband, David, have two sons and a French Bulldog. She enjoys working out, traveling, and attending sporting events.

Aimee began her career at UBS in 2011 as a Branch Service Associate in Operations and joined the team in 2014. She brings over 20 years in customer service experience and a background in procurement and bookkeeping. She studied business and finance at Cal State Long Beach and at the University of Redlands School of Business. Aimee loves spending time at the beach and taking walks. She has been married for over 18 years to her husband, Tim, and has three children.

Jolene started her financial career in 1996 in Southern California and in the same year obtained her Series 7 and 63 securities licenses. She later obtained the life, accident and health insurance licenses. In 2003, she moved to Portland, OR, where she worked for UBS before moving into the banking advisory sector. Throughout her career, she has been recognized for outstanding customer service skills and for building strong client relationships. Jolene has been married for over 30 years to Michael, who has one daughter, son in law and grandson.  She enjoys the California sunshine, walking, traveling and wine tasting.

CA Ins Lic 0I43386

Carrie brings over 20 years of business experience to her role, in which she attains satisfaction through helping others. She holds Series 7 and Series 66 Securities licenses. Carrie is married to her high school sweetheart and has two children. Carrie enjoys time with her family, friends, dogs, sports, and outdoor activities.