Interview with Voyage LA
Today we’d like to introduce you to Amir Monsefi.
Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
I started in the business 30 years ago as a financial advisor trainee at Shearson Lehman Brothers in Downtown LA in March 1993. In 1995, I moved to a local discount brokerage called Kennedy Cabot, where I built my practice in a small full-service advisory department at the company. Kennedy Cabot was eventually bought by Waterhouse Securities, and after a series of additional mergers, became part of TD Ameritrade. From 1999-2002, while continuing to build my practice at TD Ameritrade, I attended the Fully Employed MBA Program at The Anderson School at UCLA. Almost immediately upon graduation, I went into management. For more than 20 years, I have served in a dual role as an advisor and a manager at, both working with clients and coaching, training and developing financial advisors of all levels of production and experience. I have held numerous managerial positions at TD Ameritrade, UBS and most recently at Merrill Lynch, where I managed the Century City, CA office until 2020.
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