In his capacity as Investment Advisor, Pedram mainly works with established families and individuals, business owners, and retirees. He takes on clients that share one thing in common – they aspire to, or want to protect and enhance, a work-optional lifestyle. Pedram's wealth management process was developed and refined to put the pieces of this financial puzzle together.
Pedram is a proud CFA Charterholder – a designation widely considered the gold standard in the investment industry – as it demonstrates his dedication to his clients and his craft. He previously spent years in the investment funds industry in a consultative role where he gained critical experience in investment selection, asset allocation, and practice management.
His interests include spending time with his wife, living an active lifestyle, reading, playing pickleball and golf.
