New Advisor to Modern Wealth Management

I’m pleased to share that I have joined Modern Wealth Management as a Lead Financial Advisor. In this role, I focus on helping individuals and families navigate the complexities of their financial lives with clarity, confidence, and purpose.

Modern Wealth’s approach is comprehensive and client-focused. We provide guidance across all aspects of personal financial planning, including retirement planning, investment management, tax-efficient strategies, risk management, and estate planning. Through an assets-under-management (AUM) structure, our goal is to deliver ongoing advice that evolves with your needs and priorities over time.

I believe effective financial planning goes beyond numbers; it’s about understanding what matters most to you and building a strategy that aligns with your goals, values, and long-term vision. Whether you are preparing for retirement, managing significant assets, or seeking a more coordinated financial plan, I am here to serve as a trusted partner in your journey.

I would welcome the opportunity to connect and learn more about your financial goals. Please feel free to reach out at your convenience to schedule a conversation.

Warm regards,
Zohreh Ghaissari, CFP®, CRPC®
Lead Financial Advisor 
Modern Wealth Management
zohreh.ghaissari@modwm.com
(818) 708-6888
California Insurance License #OB90645