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Ugen attended Columbia University where he majored in Philosophy and minored in Art history. He currently holds a real estate license. He is a member of the Westchester chapter of NAIFA and the Financial Planning Association, FPA. Ugen is currently working towards his Certified Financial Planner CFP® designation and is a Registered representative of MML Investors Services, Inc. In his free time he enjoys reading and spending time with his family. He resides in Westchester with his wife Dechen and his son Jigme

I help secure Individual, families and small business owners their financial future. We believe the difference between our firm and other wealth managers is our level of interaction with clients. We believe financial goals are better met through an on-going relationship in which ideas, hopes, and concerns are shared.