Roxana Maddahi

President & Financial Advisor at Maddahi Wealth

Role
Wealth Advisor at SteelPeak Wealth
Location
Beverly Hills, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Roxana Maddahi

Maddahi Wealth is a boutique investment management firm empowering clients with simple, straight-forward and disciplined investment strategies. The SEC-registered advisory recommends investments that best serve clients.Our vision is to create a world where investing feels easy and exciting, rather than daunting or scary.We help our clients find financial clarity in a world full of noise. We declutter your financial life and give you a simple investing experience that serves your goals and your risk tolerance. Our process encourages you to check your emotions at the door, trust your investments, and stay disciplined.

Experience

  1. Wealth Advisor

    SteelPeak Wealth

    Dec 2015 — Present

Education

  • The George Washington University

    International Business & Business Economics, Business Economics & International Business

    2003 — 2007

  • The George Washington University School of Business

    Bachelors of Business Administration, Business Economics & International Business

    2003 — 2007

Skills

  • Event Planning
  • Customer Service
  • Marketing
  • Social Media Marketing
  • Management
  • Sales
  • Social Networking
  • Social Media
  • Wealth Management
  • Digital Media

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