Sasha Kottmeier

Background

About Sasha Kottmeier

I have been a financial services professional for over two decades, and have been with UBS Financial Services since 2002. Currently I hold a dual-role as both the Branch Manager of the Irvine, California office, and as a Wealth Advisor. As Branch Manager of the Irvine office I lead a team of 28 Financial Advisors. My goal is to promote an office culture of professionalism and growth, while always putting our clients’ goals first and providing excellent client service. I accomplish this through coaching and collaboration in all aspects of the wealth advisory business. I facilitate the integration of UBS's many outstanding resources into each Advisor’s personal client relationships, to deliver the best and most personalized services to clients. As a Wealth Advisor, I personally handle 40 high net worth clients. I keep the number of businesses and families that I work with small, so that I can focus my attention on their needs. I have developed a deftness in planning for the needs of business owners, C-level executives, families, and multi-generational estates. Some of these services include-Estate Planning-Business Succession Planning-Corporate Stock Planning-Rule 144 Restricted Stock-Retirement Planning **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its States**AZ,CA,CO,CT,DE,FL,GA,HI,ID,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,NC,NM,NV,NY,OH,OK,OR,PA,SC,TN,TX,UT,VA,WA,WI are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**