Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Qualifications

  • Master of Business Administration

Education

  • MBA, University of Central Florida, Orlando, FL - 2003
  • MA, Northeastern University, Boston, MA - 1987

Community participation

  • Past President of the Iranian-American Chamber of Commerce

Interests

  • I love to travel
  • Watching movies with my daughter is a favorite pastime