Acquisition and Development Advisor/ Partner

• Proactive management of strategic business acquisition to identify risks & opportunities for the business
• Conduct financial analysis and budget preparation in order to forecast projections for commercial projects
• In charge of approval process, including scheduling and managing outside consultants, coordinating meetings with governing jurisdictions and municipalities and potential investors

• Ranked number 10 in the nation out of One thousand advisors for performance in meeting sales goals (new assets, new accounts, and number of referrals to business partners); achieved after only 2 full quarters
• Acquired $22 million of new assets for the firm, consisting of $20 million of investment assets in Q4
• Managed two banking centers and lead a team of 15 associates and business partners
• Built strong relationships with business partners, bankers, mortgage consultants, and payroll to develop a holistic
approach for achieving client goals and objectives and meeting sales goals
• Leveraged business knowledge to determine prudent and appropriate strategy for meeting clients' needs by recommending financial solutions such as stocks, bonds, mutual funds and managed investment portfolio's

Financial Solution Advisor

• Provide financial wellness for small to mid-size businesses and facilitate 401k and retirement planning
• Built a client-centric practice while achieving Presidency Club Awards three years in a row
• Foster practice growth through business networking groups, trade shows, seminars and client events, Lunch n Learns
• Achieved the highest annual threshold yield as the youngest financial advisor within the firm
• Consult with clients and create comprehensive financial plans and managed investment portfolios

Financial Advisor

Find out detailed information about BEHZAD MIRSHAFIEE, Acquisition and Development Advisor/ Partner in LAGUNA NIGUEL, CA

BEHZAD MIRSHAFIEE: Acquisition and Development Advisor/ Partner in LAGUNA NIGUEL, CA

BEHZAD MIRSHAFIEE

Pacific Globe

Bank of America

Waddell & Reed

California State University