Meet Our Team

Ashkan Zahabi

Ashkan Zahabi


Ashkan Zahabi, the founder and CEO, has over 15 years of banking experience in the investment banking as commercial banking as business underwriter and investment banker, almost 10 years of tax preparation and planning, and 8 years of real estate









Mahtab Kamoosi










Arshia Zahabi

Arshia joined our team in 2014 after moving to California, Bay area. He goes to University of Maryland, Smith Business School to get his Master of Finance. He has an experience of working in Wall Street as a fixed income Analyst and working in investment banking.

He is specialized in investment in market, financial planning and real estate. He is a people person and like working with clients and sitting with them for hours to figure out their financial goals and concerns. As Arshia always says, he is passionate about his job.