Amir Arbabi
Global Wealth Management
4695 MACARTHUR COURT
Suite 1420-1620
NEWPORT BEACH, CA 92660
Phone: (949) 955-6020
Email:
Directions to Branch
PROFESSIONAL STAFF
| (949) 223-6228 | Client Associate |
PROFESSIONAL PROFILE
Amir Arbabi, a Financial Advisor in the Newport Beach office, focuses his practice on small/midsize businesses and select families. Together with a team of specialists, Amir develops strategies for:
Retirement Planning;
Minimizing tax exposure;
Management of investments and cash flow;
Asset allocation and diversification;
Control of liabilities (loans and mortgages);
Insurance coordination (life, disability, long-term care, liability);
Help clients focus on estate planning issues and work with their advisers in developing their estate plan.
Included among Amir's areas of specialization are 401(k) plan advisory, deferred compensation plans, and individual retirement planning.
Amir employs a consistent process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend solutions, and review the progress we are making together toward reaching those goals and objectives.
Amir is a graduate of the University of California, Los Angeles. He joined Merrill Lynch in 2007 and has been in the financial services industry since 2004. Amir has been a Southern California resident for over 27 years. And currently resides in Irvine with his wife Deborah and son Nathan.
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Amir Arbabi is registered to do business in: AZ, CA, DC, IN, NV
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