Yaz Khatib

Senior Wealth Strategist

Yaz Khatib is a Senior Wealth Strategist at UBS Wealth Management, helping clients achieve their financial goals through comprehensive planning. With a degree in Finance and Accounting from the University of Cincinnati, Yaz began their career as a Sr. Analyst at Nationwide Financial and has held various roles in finance and accounting since 2019. Previously, Yaz served as a Wealth Planning Associate at UBS, where they collaborated with financial advisors to tailor financial planning solutions for clients. Yaz holds multiple financial licenses and designations, including the Accredited Wealth Management Advisor and Certified Exit Planning Advisor designations, and is actively pursuing the CFP® designation.

Location

Cincinnati, United States

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