Amir Barar, Crpc®, Aif®

Amir Barar, Crpc®, Aif® Email and Phone Number

Wealth Advisor @ Laurus Financial Group
walnut creek, california, united states
Amir Barar, Crpc®, Aif®'s Location
Walnut Creek, California, United States, United States
Amir Barar, Crpc®, Aif®'s Contact Details

Amir Barar, Crpc®, Aif® work email

Amir Barar, Crpc®, Aif® personal email

Amir Barar, Crpc®, Aif® phone numbers

About Amir Barar, Crpc®, Aif®

At Laurus Financial Group LLC we consider ourselves financial architects who develop the foundations upon which families and businesses can succeed throughout all stages of life. We consistently look to positively alter the lives of others. We achieve this through a dedicated and disciplined process of truly getting to know our clients and their families. Whether it be early retirement, creating a multi-generational legacy or having the power to make a lasting philanthropic mark, Laurus will be with you every step of the way. Our clients’ goals are as unique as their personal financial landscapes. As an independent financial services firm with more than 67 years of collective experience, Laurus Financial Group offers the flexibility, wisdom and objectivity required to tailor investment and growth strategies to work towards individual needs.Our approach is holistic and grounded in the bedrock of financial planning. -Proudly independent, we advocate only for your interests, free from the pressure to push proprietary products. -As Accredited Investment Fiduciaries and Chartered Financial Consultants, we remain up to date on best practices, current legislation and hold to the strictest ethical standards.

Amir Barar, Crpc®, Aif®'s Current Company Details
Laurus Financial Group

Laurus Financial Group

View
Wealth Advisor
walnut creek, california, united states
Website:
lfgadvisors.org
Employees:
9
Amir Barar, Crpc®, Aif® Work Experience Details
  • Laurus Financial Group
    Managing Partner, Lfg / Wealth Advisor, Rjfs
    Laurus Financial Group May 2017 - Present
    San Francisco Bay Area
    Laurus Financial Group provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor.
  • Ics Wealth Management
    President & Ceo
    Ics Wealth Management May 2009 - May 2017
    San Francsico
  • Merrill Lynch
    Senior Financial Advisor
    Merrill Lynch Jul 2002 - May 2009
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Nov 1999 - Jul 2002
  • Franklin Templeton Group
    Fund Specialist
    Franklin Templeton Group Aug 1996 - Jan 1999

Amir Barar, Crpc®, Aif® Skills

Series 65 Series 63 Crpc Wealth Management Finra Hedge Funds Asset Managment Portfolio Management Series 6 Fixed Income Variable Annuities Separately Managed Accounts Investments Series 7 401k Rollovers Asset Management

Amir Barar, Crpc®, Aif® Education Details

Frequently Asked Questions about Amir Barar, Crpc®, Aif®

What company does Amir Barar, Crpc®, Aif® work for?

Amir Barar, Crpc®, Aif® works for Laurus Financial Group

What is Amir Barar, Crpc®, Aif®'s role at the current company?

Amir Barar, Crpc®, Aif®'s current role is Wealth Advisor.

What is Amir Barar, Crpc®, Aif®'s email address?

Amir Barar, Crpc®, Aif®'s email address is am****@****ail.com

What is Amir Barar, Crpc®, Aif®'s direct phone number?

Amir Barar, Crpc®, Aif®'s direct phone number is +165052*****

What schools did Amir Barar, Crpc®, Aif® attend?

Amir Barar, Crpc®, Aif® attended University Of California, Davis, Burlingame High School.

What skills is Amir Barar, Crpc®, Aif® known for?

Amir Barar, Crpc®, Aif® has skills like Series 65, Series 63, Crpc, Wealth Management, Finra, Hedge Funds, Asset Managment, Portfolio Management, Series 6, Fixed Income, Variable Annuities, Separately Managed Accounts.

Who are Amir Barar, Crpc®, Aif®'s colleagues?

Amir Barar, Crpc®, Aif®'s colleagues are Stephanie Kennedy, Anna Sanchez.

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