Shahan Avakian - Morgan Stanley Financial Advisor - Walnut Creek, CA
Morgan Stanley
Shahan Avakian
Senior Vice President
Wealth Advisor
Investment Management Consultant
Portfolio Manager
1333 N California Blvd Suite 133
Walnut Creek, CA 94596
tel: (925) 930-3819
toll-free: (800) 949-5199 
fax: (925) 933-7715

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

  • Board Member of Carmel Oaks Homeowners Association
  • Associate Member if The California Association of Community Managers
  • Past Board Member of The Ethiopian Philanthropic Organization
  • Past Member of Rotary International
  • Past Member of Kiwanis Club
  • 401(k) Rollovers
  • Annuities
  • Business Planning
  • Certificates of Deposit
  • Corporate Cash Management
  • Corporate Retirement Plans
  • Education Planning
  • Estate Planning Strategies
  • Financial Planning
  • Access to Lending Services
  • Life Insurance
  • Municipal Bonds
  • Retirement Planning
Education and Licensing
  • California State University, Hayward
Honors and Recognition
  • Director's Club (2007-2009)
  • Master's Club (2010-2011)
  • Morgan Stanley* Business Owner Executive Council (2011)
  • Century Club (2012-2013)
  • Five Star Wealth Manager (2011, 2013, 2014, 2015)
Business Experience
  • 1999 - Present: Morgan Stanley*

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Shahan Avakian holds the following registrations:
Securities Agent: AL, CA, FL, HI, ID, ME, MI, NH, NJ, NM, NV, TX, UT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1272768

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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