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Generational Family on Beach

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Melinda Diehl-Carmichael Photo

    Melinda Diehl-Carmichael, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • IN
    • MA
    • MN
    • MT
    • NC
    • NV
    • NY
    • OR
    • TN
    • TX
    • VA
    • WA

    Melinda has 40 years of experience providing investment advice and wealth strategies to high-net-worth families, corporate executives, and professional individuals.

    As Senior Vice President with UBS, Melinda and her team utilize their Four Key process. Working with their clients through this process results in a well-designed Wealth Plan. She is focused on Liquidity, Longevity, and building your Legacy. Collaborating with her clients' other advisors (CPA, Attorney), there is a shared approach giving the client an integrated Wealth Plan.

    Melinda holds herself to a higher standard which is why she is a Certified Investment Management Analyst (CIMA). It means that her clients are working with someone who understands the financial complexities and risks that come with being in a high tax bracket, and perhaps most important, someone who understands how individual investments are being managed and how they work together.

    Melinda is based in the Pasadena office of UBS. She and her husband Chuck have been married since 1984, and live near Simi Valley where they raised two children, Matthew and Ashley. Matthew joined the Marines (2005-2009) and served two tours in Iraq. He lives with his wife Rachel in Lakeside, California. Ashley received a degree in Molecular and Cellular Biology from Cal State Channel Islands and is working for a research laboratory in Goleta, California.

    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Certified Investment Management Analyst®
      • Wealth Advisor
      251 South Lake Avenue
      10th Floor
      Pasadena, CA 91101
    • Daryush Jahanbigloo Photo

      Sean Jahan, CFP, CIMA, CDFA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • MA
      • MI
      • MN
      • MO
      • MT
      • NC
      • NH
      • NM
      • NV
      • NY
      • OH
      • OR
      • RI
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA

      Sean began his career in one of the equity market's most tumultuous months on record—and over the years has helped clients manage their wealth through good times and bad. As a portfolio manager, Sean  emphasizes asset allocation with a focus on retirement income planning. Sean's clients benefit from his knowledge having attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations.

      As a CFP® professional Sean had to complete a comprehensive course covering topics such as education planning, retirement planning, investment planning, income tax planning, estate planning, insurance planning and ethics. Anyone can call themselves a financial planner but only those who have fulfilled the certification and renewal requirements of the CFP® board can display the CFP® mark.

      As a CIMA® professional, Sean graduated from the Yale School of Management taking a course specifically designed to better construct portfolios for clients. Using different risk metrics and combining behavioral finance, Sean is able to properly navigate the most appropriate portfolio for each client situation.

      Having these designations demonstrates Sean's ongoing dedication for knowledge and using that knowledge to benefit clients.

      Sean's degree is in management from Cal State Northridge. He and his wife Diana enjoy spending time outdoors hiking, golfing, camping, scuba diving, traveling and enjoying new restaurants with friends and family. They both enjoy serving the community through philanthropic giving and time.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • Certified Divorce Financial Analyst
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        251 South Lake Avenue
        10th Floor
        Pasadena, CA 91101
      • Eliz Photo

        Eliz Shahverdyan

        Client Associate

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          Eliz has over 10 years of banking experience providing client excellence, lending, and operational functions. She began her career at Citibank servicing a variety of accounts. She strives to go above and beyond for clients in any way possible.

          Eliz earned her bachelor’s degree in communication studies from California State University of Northridge. During her free time, Eliz enjoys hiking, cooking, and spending time with her two children.

                251 South Lake Avenue
                10th Floor
                Pasadena, CA 91101
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