Experience

Michael Miremadi is the founder of Miremadi‑Heintz Group, established in 1993. With more than three decades of experience in the financial services industry, Michael brings deep expertise and a genuine passion for helping businesses, high‑net‑worth individuals, families, and foundations navigate complex financial challenges.

Michael’s practice is built on a long‑term, planning‑based approach designed to identify, streamline, and organize execution around a comprehensive, goals‑based strategy. His areas of focus include portfolio management, cash management and liquidity solutions, C‑suite planning, estate planning strategies, and business succession planning.

Michael joined UBS as a Financial Advisor in 2017 but began his career at Merrill Lynch in 1993, where his team’s client‑centric, planning‑driven philosophy played a key role in shaping the investment process they continue to use today. He is a Certified Financial Planner™ professional, designated by the Certified Financial Planner Board of Standards, Inc., and holds the Series 7 and Series 66 FINRA registrations, as well as a California Life Insurance License. Michael earned his Bachelor’s degree in Economics from UCLA.

A lifetime resident of California, Michael resides in Newport Coast. Outside of work, he enjoys staying active with near-daily workouts, traveling extensively, and spending time on the golf course.

Chris joined UBS as a Financial Advisor in 2017, following more than five years at Merrill Lynch, where he developed a strong foundation in wealth management and client service. Chris brings a disciplined, competitive mindset to helping clients build thoughtful, long-term financial strategies.  Before beginning his career in finance, Chris spent five years competing as a professional golfer, playing on multiple tours and participating in prestigious tournaments across the country. This experience shaped the focus, perseverance, and strategic thinking he now applies to his work with clients.

A proud UCLA graduate, Chris earned his bachelor’s degree in history while competing as a four-year letter winner on the Bruins golf team. During his collegiate career, he exemplified the true meaning of a “student-athlete,” earning All–Pac-10 Conference, All–Western Region, and Academic All-American honors, while serving as team captain.

Chris is a Certified Financial Planner™ professional who holds his Series 7 and Series 66 FINRA registrations, along with a California Life and Health Insurance License. He brings the same discipline and commitment that defined his athletic career to helping clients navigate complex financial decisions with clarity and confidence.

Outside of the office, Chris enjoys playing golf and can often be found in the Newport Harbor enjoying a Duffy boat ride. He and his wife, Ashley, reside in Newport Beach, California.

Teresa joined UBS in 2017 as a Registered Client Associate, bringing over 25 years of experience in the financial services industry. Prior to joining UBS, she worked at Wells Fargo Advisors & Merrill Lynch, where she developed a strong foundation in client service and operational support. She has been an integral member of The Miremadi-Heintz Group for 12 years, contributing deep expertise and a commitment to delivering an exceptional client experience.

In her current role as Team Administrator, Teresa assists clients with all external money movements and investment account transfers, along with a wide range of administrative and operational responsibilities. She obtained her Series 7 and 66 licenses in 2007 and continues to utilize her extensive industry knowledge in her day‑to‑day work.

Outside the office, Teresa enjoys spending quality time with her family, watching baseball, traveling, and hiking.

Christian joined UBS and The Miremadi-Heintz Group in 2024 as a Client Associate, bringing a strong background in estate planning, client management, and customer service. Before joining UBS, she supported an estate planning firm, managing a diverse portfolio of clients on behalf of the attorney. As a paralegal, she assisted in drafting essential legal documents including trusts, wills, and powers of attorney.  Christian attended California State University, Dominguez Hills where she earned her Paralegal Certification.  She is fluent in Spanish, allowing her to communicate effectively with a broad range of clients. Drawing on her extensive experience in customer service, she is dedicated to delivering thoughtful, detail‑oriented support in every interaction. Christian is currently working toward obtaining her Series 7 and 66 licenses to further expand her financial services expertise.

Outside of work, Christian loves exploring local coffee shops, and spending time in her hometown of Long Beach, CA—whether taking walks, going on bike rides, or simply enjoying the coastal scenery.