Meet the Partners and Wealth Advisors

Reza

Reza Zamani, AIF, CPM, CFS, CAS

Founding Partner, CEO

Maziar

Maziar Esmailbeigi, AIF, CFS, CAS

Founding Partner, CIO

Ali

Ali Zamani, AIF, CFS, CAS

Founding Partner, CFO

Rich Winer

Associate Vice President, Wealth Advisor

Roxana Maddahi

Wealth Advisor