Behnam & Associates

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Behnam & Associates
Team photo for Behnam & Associates

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Advisors

Advisor photo for Irene Tata

Irene Tata

CFP®, CRPC, APMA®

Financial Advisor

Visit Irene Tata's website
Advisor photo for Michelle Owens

Michelle Owens

MBA, APMA®

Financial Advisor

Visit Michelle Owens's website


Team

Karla Haro-Castro

Karla Haro-Castro

Practice Manager