Sargon Zia
Co-Founder at Coherent Financial Advisers, LLC
- Role
- Co-founder, Chief Investment Officer at Coherent Financial Advisers, Llc
- Location
- Litchfield Park, AZ, US
- LinkedIn followers
- 500 followers
About Sargon Zia
Sargon is a CFA charterholder and a member of the Phoenix CFA Society. He is the Chief…
Experience
Co-founder, Chief Investment Officer
Coherent Financial Advisers, Llc
Jan 2016 — Present · Phoenix, AZ, US
Coherent Financial Advisers was created from inception with this solemn purpose – to take care of people’s comprehensive financial needs without external impediments.Coherent is an independent Registered Investment Adviser (RIA) founded by a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst charterholder. We adhere to the higher “fiduciary” standard, aligning our interests solely with those of our clients whom we feel privileged to serve.As The Chief Investment Officer and Lead Portfolio Manager:• Write regularly scheduled client communications including blogs and newsletters• Design and execute Portfolio Strategies to fulfill client risk tolerance needs • Measure composite and account level performance and attributionRead our article Why Coherent at
Education
DeVry Institute
BSEET, Electronics Engineering
1980 — 1984
Skills
- Investments
- Microsoft Office
- Asset Managment
- Financial Modeling
- Trading Systems
- Fixed Income
- Technical Analysis
- Risk Management
- Equities
- Portfolio Management
- Trading
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