Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Irvine Mgmt Teeam

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Sasha R. Kottmeier Profile Picture

    Sasha R. Kottmeier

    Executive Director

    Financial Advisor

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    • AK
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    As a Wealth Advisor, Sasha utilizes a consultative approach to wealth managements and 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.

    As branch manager. Sasha gets equal enjoyment from helping his Financial Advisors in his office succeed. In addition to his wealth management skills, Sasha has proven coaching skills. Prior to becoming manager of the Irvine Spectrum office, he was responsible for coaching more than 100 Financial Advisors in the
    Northern and Southern Pacific Regions on effective ways to grow their business. Under Sasha’s guidance, the FAs in those regions had the best coaching results in the firm. Now, he is using those skills to coach FAs in the Irvine office.

    Over the last 20 years, Sasha has put his experience to work for each of his clients as well as his Financial Advisors, helping them find the best way forward to pursue the goals that truly matter.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        20 Pacifica
        Suite 1500
        Irvine, CA 92618
      • Ryan Hollaender

        Ryan Hollaender

        Executive Director

        Branch Manager

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        • AZ
        • CA
        • CO
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        • FL
        • HI
        • IL
        • LA
        • MI
        • NC
        • NJ
        • NV
        • NY
        • OR
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

              888 San Clemente Drive
              Suite 300
              Newport Beach, CA 92660
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              Susan L. Tunell

              Executive Director

              Assistant Market Head

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              • AZ
              • CA
              • NM

                    2121 Rosecrans Avenue
                    Suite 1300
                    El Segundo, CA 90245
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                    Elizabeth Metal

                    Director

                    Market Administrative Officer

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                    • CA

                          3030 Old Ranch Parkway
                          Suite 300
                          Seal Beach, CA 90740
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                          Alan Watson

                          Director

                          Market Supervisory Officer

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                          • CA
                          • CO
                          • CT
                          • FL
                          • HI
                          • ID
                          • MT
                          • ND
                          • NM
                          • SD
                          • UT
                          • WY

                                20 Pacifica
                                Suite 1500
                                Irvine, CA 92618
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                                Toma Kay

                                Associate Director

                                Admin Manager

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                                • CA

                                      20 Pacifica
                                      Suite 1500
                                      Irvine, CA 92618

                                    US banking sector update: Where we are now

                                    Retirement planning

                                    Retirement planning

                                    Multigenerational planning

                                    Multigenerational planning

                                    Legacy—Wealth for others

                                    For needs that go beyond your own—to help you improve the lives of others

                                    What will your legacy be?
                                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                    Learn more at ubs.com/wealthway.

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                                    As of 06/30/2022

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