Saba Jahanian
Senior Wealth Financial Advisor focused on wealth planning and investments
San Francisco, California
Santa Monica, California
Summary
Experienced wealth advisor for high-net-worth individuals and business owners, focusing on investment optimization, retirement planning, and business succession. 30mins+1
Regulatory-registered investment professional with FINRA/SEC records (CRD#5760187), indicating formal registration and oversight in broker/dealer and investment-adviser roles. finra+1
Academic grounding in economics, having studied and taught in the UCLA Department of Economics, bringing analytical and communication skills to client advisory work. 30mins+1
Client-facing service focus that includes wealth planning, investment management, retirement planning, and insurance/risk management as part of her advisory offerings. bmo