Expertise you can count on



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. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.


Sasha R. Kottmeier
Sasha R. Kottmeier
Associate Director
858-521-7010
sasha.kottmeier@ubs.com
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Therese Moore
Branch Office Admin
858-521-7055
therese.moore@ubs.com

Kottmeier Wealth Management Group

Kottmeier Wealth Management Group

17140 Bernardo Center Drive
Suite 350
San Diego, CA 92128
858-521-7000
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Sasha R. Kottmeier
Associate Director
Therese Moore
Branch Office Admin
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