Sasha R. Kottmeier - UBS Financial Services Inc. is a wealth management firm located in Irvine, CA. Led by Sasha R. Kottmeier, an Executive Director and Financial Advisor, the firm takes a consultative approach to help clients pursue their financial goals. They specialize in longevity planning, retirement income and insurance planning, wealth transfer strategies, and life transition planning. With a focus on integrity, prudence, and accessibility, Sasha and his team prioritize their clients' best interests at all times.
Sasha R. Kottmeier - UBS Financial Services Inc. is recognized for their expertise in wealth management and has been named one of Forbes Best-in-State Wealth Management Teams in 2023 and 2024. In addition to serving clients, Sasha also excels in coaching and has successfully guided Financial Advisors in growing their businesses. With a strong commitment to helping clients reach their financial goals, Sasha and his team provide personalized strategies and support to ensure their clients' financial success.
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