Iranian Financial Advisor in Arizona
About the Advisor
Cyrus Baravati, CFP®, CPWA®, CWS®, is an accomplished Wealth Advisor based in Arizona with over a decade of experience in financial planning and wealth management. Having served at both a major national advisory firm and a boutique family office, Cyrus combines institutional insight with a highly personalized approach. He specializes in working with ultra-high-net-worth families on complex tax and estate planning strategies and supports clients at every stage of their financial journey.
Professional Expertise
- Comprehensive Wealth Management: Personalized planning covering investment management, retirement strategy, and estate planning for affluent individuals and families.
- Tax & Estate Planning: Coordination with legal and tax professionals to design efficient, compliant strategies that preserve wealth across generations.
- Next-Generation Planning: Guidance and education for heirs to build financial stewardship alongside inherited assets.
- Client Education: Background as a former high-school math teacher enables Cyrus to simplify complex concepts and empower clients to understand their plans.
Education
- Bachelor’s Degree in Mathematics — San Francisco State University
Certifications & Licenses
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Private Wealth Advisor® (CPWA®)
- Certified Wealth Strategist® (CWS®)
- FINRA Series 7 and 66 Securities Licenses
