As a Wealth Advisor, Sasha utilizes a consultative approach to wealth management 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 this office succeed. In addition to his wealth management skills, Sasha has proven coaching skills. Prior to becoming manager of the Irvine Spectrum Branch, 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 Fa's in those regions had the best coaching results in the firm. Now, he is using those skills to coach the Fa's in the Irvine office.

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