Iranian Financial Advisor in Los Angeles
About the Advisor
Susie Emami is a Senior Vice President and Private Wealth Advisor who brings a thoughtful and compassionate approach to wealth management. With years of experience across the financial and investment industry, she is dedicated to guiding clients—particularly women—through complex financial transitions with confidence, clarity, and empowerment.
Susie’s career spans key leadership and advisory roles, including her time as a Financial Advisor at AllianceBernstein, in Business Development at KLS (a division of Boston Private), and as a member of the Investment Committee at SCI-Arc Institute of Architecture. She combines technical financial expertise with emotional intelligence to help clients make informed, values-driven financial decisions.
Education & Background
- MBA, Marshall School of Business, University of Southern California
- BA, University of California, Los Angeles
Experience
- Senior Vice President, Private Wealth Advisor, Capital Group Private Client Services
- Financial Advisor, AllianceBernstein
- Business Development, KLS (a division of Boston Private)
- Investment Committee, SCI-Arc Institute of Architecture
Who I Work With
Susie often works with clients experiencing significant life transitions—whether personal, professional, or financial. She is deeply passionate about helping individuals, especially women, achieve financial freedom and long-term security. Her goal is to provide not only expert financial guidance but also a supportive space for clients to express their emotions, fears, and aspirations during key turning points in their lives.
Philosophy & Approach
Susie believes in connecting with her clients on a deeply personal level, offering a blend of empathy, insight, and actionable financial solutions. She helps clients move from uncertainty and stress toward clarity, stability, and confidence about their future. Her approach is built on trust, transparency, and a genuine commitment to doing what’s best for each client’s long-term success.
Why She’s at Capital Group Private Client Services
Susie chose Capital Group Private Client Services because of its culture of integrity, collaboration, and client-first values. The firm prioritizes doing what’s right for clients and their families across multiple generations—not merely managing assets, but helping them grow, preserve, and protect wealth in alignment with their goals and legacy.
