Oliria Financial of Pasadena is a financial planner in Pasadena, CA. This independent, fiduciary financial services firm provides investment advisory and personalized financial planning to individuals, families, and business owners throughout LA County. The firm specializes in private wealth services, including investment management and retirement preparation, as well as business services such as retirement plan consulting, business planning, succession planning, and exit and transition strategies.
The firm is led by Zareh Shahinian, a Certified Financial Planner® and APMA professional. Oliria Financial utilizes an insight-driven approach to design strategic portfolios and adaptable plans that align with unique client goals and market shifts. Their services are designed to help clients manage wealth, navigate life transitions, and implement efficient cash flow management and tax planning for businesses. The firm emphasizes transparent pricing and clear, consistent communication to ensure clients can confidently pursue their financial objectives.
Located on South Los Robles Avenue, the office is situated near the California School of Culinary Arts and the Pasadena Ice Skating Center. It is also a short distance from the Pasadena Conference Center and Miss Orton's Classical School for Girls.
Oliria Financial of Pasadena is recognized for its commitment to providing proactive guidance and opportunity-focused plans. The firm stands out for its dedication to helping clients leverage market fluctuations and diversify portfolios to balance growth potential with asset protection.
Through personalized investment strategies and specialized business support, Oliria Financial of Pasadena serves as a dedicated partner for achieving long-term financial freedom in Pasadena.