Roxana Maddahi Joins Steel Peak Wealth Management
Woodland Hills, CA (PRWEB) November 30, 2015 -- Steel Peak Wealth Management, LLC is proud to announce the addition of an experienced Wealth Advisor, Roxana Maddahi. Roxana works with her clients to create comprehensive wealth plans in order to preserve and grow their financial future. She has been working in the wealth management industry for 8 years, and previously worked at Morgan Stanley & JP Morgan Securities. She graduated from The George Washington University with a bachelor degree in Business Administration, and a double concentration in Business Economics and International Business.
Roxana focuses on working with young families and Millennials that are in the development and accumulation phase of their lives. She loves growing with clients over time, and helping them to achieve success. She believes Millennials are under serviced, and need just as much attention as the older, more established generations that wealth management firms tend to target. She sees Millennials as an incredibly successful, capable generation that she relates to.
Roxana’s passion is to teach her clients how to understand their money, make short and long term financial plans, and to grow their money. She loves to learn about the various businesses her clients are involved with, and is inspired by their creativity and expertise. She believes that hard working millennials should hire experts to handle their money, so that they can focus on their own goals.
Roxana is a founding member of Looking Beyond Next Generation, an organization that benefits children with disabilities. She is also actively involved with the American Israel Public Affairs Committee (AIPAC) and the Iranian American Jewish Federation within the Young Leadership Division (IAJF). She is a contributing writer in the money section of Elite Daily, LA Mom Magazine, and Kids in the House.
Roxana has her own blog, Invest & Inspire, where she writes about matters of financial planning and investing in simple as possible terms.
Steel Peak is an independent financial planning and investment advisory firm, based in the Los Angeles area that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process.
For more information about Steel Peak, please visit http://www.steelpeakwealth.com
Danielle Mansur, Steel Peak Wealth Management, http://www.steelpeakwealth.com, +1 (818) 835-8738, [email protected]
Share this article