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.
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY