Amin Baradaran,CFA

Amin has always had a natural gift for numbers, leading him to initially study engineering at Cal Poly, but at times he felt there was something missing. He understood the ins and outs of all the math but wasn’t inspired with ways to apply it. His first finance class introduced him to what would become a passion, a combination of the quantitative ability that he’d relied on with a real world and human touch.

Amin has spent his years in finance refining the nuances of how to convey information and complex analysis that he has done for clients in a way that is clear and compelling. The combination of both quantitative and qualitative skills — blending deep analysis and the ability to earn a client’s trust – has led him to be respected by clients and our team for both his insight and his empathy. He works with clients to understand their goals and priorities, designing financial plans that help ensure their wealth supports the lives they wish to lead.