Amir Barar

Amir Barar

Wealth Advisor
Walnut Creek, California, United States

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Work Experience

Laurus Financial Group

Managing Partner, LFG / Wealth Advisor, RJFS

2017-05-01 - Present

ICS Wealth Management

President & CEO

2009-05-01 - 2017-05-01

Merrill Lynch

Senior Financial Advisor

2002-07-01 - 2009-05-01

Morgan Stanley

Financial Advisor

1999-11-01 - 2002-07-01

Franklin Templeton Group

Fund Specialist

1996-08-01 - 1999-01-01

Skills

investment management investment management financial retirement & education planning defined contribution asset allocati company stock option analysis & planning financial retirement & education planning defined contribution asset allocations

Languages

English