About Naz Alavi

As an investment adviser, Naz provides investment and insurance services to individuals and businesses. Her clientele includes business owners, professionals, and young families.

Naz has extensive experience in life insurance planning, retirement planning, investment planning, estate planning, disability income insurance, long- term care insurance, tax-favored college education planning, Roth and traditional IRA, employer sponsored group benefits, as well as employer retirement planning such as SEP IRA, SIMPLE IRA, 401(K) and profit-sharing plans.

Naz started her career in 2001 with former broker dealer Ameritas Investment Company, LLC. Her goal as an advisor is to listen and understand each client’s unique needs and financial objectives. She will then create a plan which includes strategies and products to help her clients achieve their goals. Naz has built strong relationship with her clients over the years and expanded her business through referrals from satisfied clients and other professionals. She believes that, especially in today’s environment, trust, honesty, and transparency are the most important qualities a financial advisor can offer.

Originally earning her bachelor’s degree from Tehran College of Insurance, Naz holds life and health insurance, and variable insurance licenses from the states of California and New Jersey. She also holds the following securities registrations: Series 7, 24, and 66.

Currently living in Los Angeles, California, Naz enjoys the arts and traveling. She is a long- term supporter of Los Angeles County Museum of Art.