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Kori Dagum

Financial Advisor

About Me

I joined UBS in 2016 with the ambition of helping individuals and families achieve their financial aspirations. My investment process begins with an understanding of the client's unique objectives, working together to create a financial plan, and investment strategy to meet the stated goals. At the heart of each client engagement is providing top access to investment products, portfolio managers, best practice solutions, legal and family trust experts, and advice.

Prior to joining UBS, I was with State Street Corporation for seven years. I earned a B.S. in Finance from San Francisco State University and hold the Series 7 and 66 licenses.

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