Industry Veteran Philip Fessler Joins RIA AIRE Advisors as Partner, Wealth Advisor
Joins AIRE from Wells Fargo Advisors With 27 Years of Industry Experience
BEVERLY HILLS – May 28th, 2021 – AIRE Advisors, headquartered in Beverly Hills, CA, today announced that industry veteran Philip Fessler has joined the firm as a Partner and Wealth Advisor.
Most recently serving as Senior Financial Advisor at Wells Fargo Advisors for the past 8 years, Fessler brings 27 years of industry experience to AIRE Advisors, where he has signed on as a Partner and will continue to advise both individual and business clients.
Cofounded by industry veterans Amir Monsefi and Sharon Nassir, AIRE Advisors is a global wealth consultancy that offers objective and open advice to individuals, families and business owners to help them confidently realize their goals and discover new opportunities. The firm was created as a fee-based RIA structure to allow more freedom to provide clients with comprehensive advice, expansive opportunities and intergenerational wealth management.
“We are very excited to have Phil bring his years of experience to our company,” said Co-Founder and Senior Partner Sharon Nassir. “He is an exceptional advisor and positive presence who will add significantly to our culture and our service offerings.”
“While we are excited to grow our firm and spread our message, the single most important criteria for us is to bring on only the most ethical and client-centric people to our firm. With Phil, we are fortunate to have that and more. He will be a great presence and addition to our firm, and we are very pleased to announce this news.”
AIRE Advisors has formed strategic relationships with some of the leading providers in the industry, including Fidelity InstitutionalSM, which acts as the primary custodian for the firm’s clients’ investment assets.
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