PROFESSIONAL PROFILE

Shahram assists a select group of successful families and individuals with investment and wealth management needs. He helps his clients build, manage, and protect their wealth, while consistently providing the highest level of service and integrity.

Shahram takes the time to listen to his clients and understand their life goals and personal values, prior to making any financial recommendations. He offers a comprehensive range of services including portfolio management, retirement planning, stock option analysis, and a full complement of wealth preservation and transfer services.

Using proprietary analysis, historical data, and independent research, Shahram creates customized investment strategies that are designed to help meet client expectations and long-term goals. His objective is to help clients balance risk so that they can enjoy consistent returns while limiting the kind of volatility that can sometimes make investing an anxious experience.

Shahram attained the Certified Investment Management Analyst designation (CIMA®) from the Wharton School of Business at the University of Pennsylvania. He holds a BA from University of California, San Diego and an MA from San Francisco State University.

He enjoys sharing his knowledge through public speaking and has presented on wealth management topics for various organizations, including the Beverly Hills Bar Association. He is a member of the Jewish Business Leaders of the Jewish Federation; the Professional Advisory Network of the Motion Picture & Television Fund; and the Rotary Club of Century City, where he served as president from 2007 through 2009.