As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2002. I help clients succeed by getting to know what is important to them and understanding their goals and objectives. Working in close partnership with a team of wealth specialists, we develop and implement custom, individualized wealth plans based on the unique needs of our clients and their loved ones. I look forward to supporting you in working toward achieving your financial goals.
I live in Los Angeles, and serve clients in Los Angeles, Beverly Hills and Newport Beach. I am fluent in Farsi. I enjoy being active in my community. I current serve as council member of the Fine Arts Council- Farhang Foundation, and board member of the Network of Iranian American Professionals of Orange County (NIPOC).
Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.