Category: medical

Sev Meneshian, CFP®

Director of Financial Planning

Sev is a Certified Financial Planner® Practitioner and an adjunct professor of retirement planning at Northwestern University. His primary responsibilities are optimizing financial plans that align with the goals of our clients as their lives unfold and their needs evolve. He holds series 65 and is registered in CA, IL, IN, WI.

Ara Bayindiryan, CIS™, CEPA®

Chief Investment Officer

Ara is the Chief Investment Officer responsible for the overall management of our client investment portfolios. In addition, Ara’s expertise in the area of exit-planning helps our business-owner clients create an exit plan that helps maximize the benefits they receive from their enterprise. He holds series 65 and is registered in TX, CA, IL, IN, WI. CA insurance producer # 0L96506

Avo Mavilian, EA, WMCP™, CWPP™

President, Founder, & Chief Strategist

Avo Mavilian focuses his practice in the areas of wealth preservation & tax planning.

He works with successful professionals, families and executives of privately owned companies to design and implement wealth preservation & tax planning strategies.  He frequently collaborates with business and estate planning attorneys, utilizing their knowledge and experience to best serve the needs of his clients.

Avo’s advisory work extends to helping clients identify and mitigate issues that arise concerning the transfer of wealth to the next generation including the related tax and estate planning considerations. Additionally, Avo has considerable experience advising entrepreneurs and executives on the formation and operation of multi-owner and family-owned companies.

Avo is a federally licensed tax practitioner admitted to practice before the Internal Revenue service. He holds series 65 and is registered in TX, CA, IL. CA insurance producer # OC10650

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