PROFESSIONAL PROFILE

Neda’s mission is helping clients navigate their financial journey in building and preserving wealth with excellent service and professional integrity. Her principal motivation is knowing that when she helps clients with seamless investment advice, designed to accomplish their financial goals, she is really impacting their life and their future generations.

Having worked with clients for more than a decade, Neda’s dedication reflects true concern for clients’ well being. She develops lifelong client relationships by providing skilled, unbiased, tailored and suitable financial recommendations. She has a disciplined investment process which is supported with solid resources and a highly experienced network of professionals. Life events occur throughout a lifetime, but her meticulous oversight of your individual financial picture allows her to adapt to your changing priorities and strategies because she strives to understand more than just your finances, she seeks to understand your goals.

Committed to the success of your wealth management, she believes that knowledge is integral to providing you with premier services, and continued education will always remain her fundamental cornerstone. She has earned the Chartered Planning Counselor (CRPC®) designation by meeting rigorous professional standards and passing a comprehensive examination from the College of Financial Planning. She is a graduate of California State University, Sacramento and has completed course work at the Massachusetts Institute of Technology Center for Real Estate.
Neda is an active community participant and enjoys a number of hobbies in her free time. She has two grown children and considers them to be her life’s greatest achievement.

She welcomes the opportunity to help navigate your financial journey to build and preserve wealth while exceeding your expectations of excellent, personalized service.