Shahan Avakian
Financial Advisor| Senior Vice President |Senior Portfolio Manager |Wealth Management at UBS
- Role
- Senior Vice President - Wealth Management at UBS
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Shahan Avakian
As a Financial Advisor with 26 years of experience dedicated to achieving results for my…
Experience
Senior Vice President - Wealth Management
Apr 2025 — Present
As a Financial Advisor and Senior Portfolio manager at UBS Wealth Management. I start every conversation with my clients about their financial goals and put together a comprehensive financial plan. First we discuss your financial goals and investment objectives. Once your objectives are determined, I develop and implement your investment strategy. I take a holistic approach to financial planning, so along with choosing and reviewing your investments, I also ask other important questions that relate to your family dynamics. This includes the changes that occur to your family and how they affect your finances. These questions allow me to help in determining how to transfer your wealth in the most tax efficient way. My goal is to address your concerns by taking the additional time to carefully review these topics. I make sure your comfortable and confident before implementing your financial plan.I enjoy golfing, traveling, watching sporting events, exercising, donating my spare time to various charities and most importantly, spending time with my family.
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