Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Chartered Retirement Planning Counselor℠ certificant and a Senior Portfolio Advisor, Senior Financial Advisor, Shervin Saedinia approaches your personal and financial goals strategically and sensibly with your specific financial situation in mind. Sound investment management, retirement planning, home and real estate lending, business financing, and life insurance strategies are among the many services that she provides within the framework of her wealth management process. Shervin provides personalized investment advice and financial services to affluent and high net-worth clients with an emphasis on risk management. Striving to make your options clear to you, Shervin offers thought out and customized financial advice. Furthermore, Shervin works closely with clients and their other trusted advisors—including attorneys, accountants, third-party administrators—to address tax, philanthropic, retirement plan design, and estate and wealth transfer strategies.
Born and raised in Los Angeles, Shervin earned her bachelor’s degree from Syracuse University where she was a scholarship athlete in tennis and her MBA in Management at California State University of Northridge. Prior to joining Merrill Lynch in 2011, she worked as an advisor to Best Buy and Amazon in the technology sector as well as an advisor in philanthropy, linking donors to the National MS Society. In her spare time, she enjoys the outdoors, has a passion for teaching and playing tennis, volunteers for the Farhang Foundation, and loves to travel.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Persian
California State University of Northridge
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Your advisor is a click away within our site or mobile apps
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.