Let's move forward. Together.

Michael Nazarian

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.

Adult couple on cell phone

Michael Nazarian

Managing Director–Wealth Management

Financial Advisor

I started helping build, manage, preserve and transition wealth for a select group of individuals, families, professionals and business owners over 20 years ago. I take a comprehensive planning approach to the four cornerstones of wealth management: Investment, liability management, risk management (including Insurance), Estate investment planning and fiduciary services.

My purpose driven process begins with listening to my clients needs and concerns, then documenting their plans and goals to understand their current situation, their past experiences, and their goals for the future. Then we get to work developing financial strategies I believe are in the best interest of my client. Together, we implement those strategies and we monitor, evaluate progress and make adjustments when there are material changes in the environment. 

Planning is not a single event- it is a process. As your life circumstances change, so must the investment strategies we use to meet your objectives. This is why I work with my clients on an ongoing basis to design and customize strategies targeted to your specific needs and goals. This includes planning for the transition of your wealth to children and beneficiaries.

After graduating from University of Southern California with my Bachelor’s in Business, I went into the Real Estate business and the LA earthquake made me look to my other major in portfolio management and became a financial Advisor. 

Family is very important to me and I take that interest into my practice with my clients. I spend time with my wife, my young daughter and son being active with their afterschool activities. I also like going hiking, riding a motorcycle, cooking and being the handyman at our home.

 

Registered States:
  • AZ
  • CA
  • CO
  • ID
  • IL
  • MA
  • MN
  • NJ
  • NM
  • NV
  • OH
  • TN
  • WI
15260 Ventura Boulevard
Suite 1800
Sherman Oaks, CA 91403
  • (818) 377-8884

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022