As a Private Wealth Consultant, 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 1985. I help clients succeed by providing them with information that can change/impact their lives.
I live in Glendale, and serve clients in the Los Angeles Country, Orange County and Ventura County areas. I am fluent in Armenian and Arabic. I enjoy spending time with my wife of 29 years and our two daughters, Fiona (in college) and Ava (in high school).
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.