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
- Business Planning
- Certificates of Deposit
- Corporate Cash Management
- Corporate Retirement Plans
- Education Planning
- Estate Planning
- Financial Planning
- Lending Services
- Life Insurance
- Municipal Bonds
- Retirement Planning
- California State University, Hayward
- 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)
- Present: Morgan Stanley*
The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.
To learn more about me, my process, business and investment philosophy, please click on Working Together.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Shahan Avakian holds the following registrations:
Securities Agent: AL, CA, FL, ID, ME, NH, NJ, NV, UT, WA, WI;
General Securities Representative;
Investment Advisor Representative;
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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