Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Nazie Saffari has been with Merrill Lynch Wealth Management since 1991 where she has earned national recognition in 2019, 2020, and 2021 by Forbes as a "Best-in-State Wealth Advisor” and by Working Mother magazine as a “Top Wealth Advisor Mom” in 2019 and 2020, in addition to being recognized as one of "America's Top 1,200 Financial Advisors" by Barron's in 2021.
In her practice, Nazie focuses on working with high net worth individuals and families, helping to navigate the complexities of managing significant wealth. Her consultative approach and depth of experience allows Nazie to deliver sound financial strategies to help her clients reach their financial goals. Open and ongoing communication is key to delivering holistic advice and guidance that seeks to synthesize a client’s investment goals, their values and generational considerations.
Nazie’s keen intuition, empathy, and ability to listen influences her daily interactions with her clients. Having suffered the sudden loss of her husband of 26 years, Nazie is especially attuned to the needs of other widows, widowers, and single parents, and how to help navigate the financial road ahead after such a profound loss. This has driven and reinforced Nazie’s goal to help ensure that all of her clients integrate estate planning strategies and life insurance into a comprehensive wealth management plan, as practicable.
Outside of her practice, Nazie is a devoted mother of two adult children, ages 20 and 23. In her free time she is an avid hiker, fitness enthusiast, and has also completed two triathlons to raise funds for pediatric cancer research at Children’s Hospital Los Angeles. Her philanthropic endeavors also include the founding of two schools in underserved communities abroad, where she has succeeded in educating, feeding, and clothing over 540 students in the course of the last six years.
English & Persian
San Francisco State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.