Fidelity: Top 10 reasons for going independent with Amir Monsefi
BOLD MOVES: AIRE Advisors top 10 reasons for going independent
Bold Moves is a series of conversations where we talk with independent RIAs that we've helped blaze their own trail. We discuss why they decided to explore independence and the process they followed to bring their vision to life.
About AIRE Advisors
AIRE Advisors, an independent registered investment advisor based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.
Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.
Contact:
AMIR MONSEFI,
CEPA, CPFA, AWMA®, CPWA®
Co-Founder, CEO
888-688-AIRE