Meet the Partners & Advisors

Reza Zamani, AIF®, CPM®, CFS®, CAS®

Founding Partner, CEO

Maziar Esmailbeigi, AIF®, CFS®, CAS®

Founding Partner, CIO

Ali Zamani, AIF®, CFS®, CAS®

Founding Partner, CFO

Rich Winer

Associate Vice President, Wealth Advisor

Roxana Maddahi

Wealth Advisor