Iranian Financial Advisor in Arizona
About the Advisor
Sasson Afshari is an experienced and independent Wealth Management Advisor based in Scottsdale, Arizona. With over 15 years of professional experience in the financial services industry, Sasson is dedicated to helping successful individuals and families achieve their financial goals with clarity, discipline, and confidence.
Sasson began his career in 2009 and spent nine years at Merrill Lynch, where he gained extensive expertise in investment management, financial planning, and client advisory services. In 2021, he transitioned to LPL Financial, where he continues to offer personalized financial strategies as an Independent Wealth Management Advisor.
His approach to financial planning is consultative and client-focused. He takes the time to listen carefully to each client’s financial situation, lifestyle, and long-term aspirations. From there, he designs tailored recommendations for asset allocation that align with each client’s income, growth, and risk management objectives.
Sasson’s comprehensive wealth management process includes:
- Assessing clients’ financial goals and current portfolio performance.
- Developing personalized investment and retirement strategies.
- Offering guidance on college savings and estate planning.
- Providing ongoing support and strategy adjustments as market conditions evolve.
Sasson is a graduate of James Madison University in Virginia, where he earned a Bachelor’s degree in Finance. His educational background and years of experience equip him with a deep understanding of market dynamics and the ability to design thoughtful, customized solutions for each client.
Beyond his professional life, Sasson enjoys an active lifestyle in Scottsdale, Arizona, where he lives with his wife. Together, they share a passion for outdoor activities and traveling, constantly seeking new experiences that enrich their lives.
