Zach Goldberg, CFP
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Experience

Makes all the difference

Zach and his primary assistant, Kaoru, are only part of the larger Soundview Group Team and even larger UBS network with access to specialists in all aspects of wealth management including lending, estate planning, retirement, insurance, alternative investments, structured products and much more.

Kaoru Shimmyo Yi

Authorized Officer

Senior Client Associate

Kaoru's nearly two decades of financial services experience and over 15 years of UBS tenure make her an invaluable resource for clients and peers.

Registered States:
  • CA
  • CO
  • FL
  • ID
  • MT
  • WA

Kaoru Shimmyo Yi

225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Kaoru Shimmyo Yi

Authorized Officer

Senior Client Associate

Kaoru's nearly two decades of financial services experience and over 15 years of UBS tenure make her an invaluable resource for clients and peers.

Registered States:
  • CA
  • CO
  • FL
  • ID
  • MT
  • WA
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

kaoru.shimmyo@ubs.com
Kaoru Shimmyo Yi
225 108th Avenue NE,Bellevue,WA,98004

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