Shervin Morasaneshan

"I take a holistic and collaborative approach when guiding clients through each life stage. Long-term relationships are paramount, and seeing clients succeed is my top priority."

As a Financial Advisor, Shervin is dedicated to getting to know his clients, building long-lasting relationships, and ensuring that their needs are met and their goals are achieved. He works closely with his clients to help them develop a comprehensive financial plan that sets them up for financial success.

Shervin works hard to stay on top of financial trends and has experience working overseas for a large global financial institution which provided him with an opportunity to meet, and work with, a diversity of clients. 

He is committed to professional development and in addition to earning his QAFP™, is working towards his Certified Financial Planner^® (CFP) designation, the gold standard of financial planning.

Learn more about the value of working with a financial advisor.