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Ali Kavianian
Geen lopende functies
Profiel
Mr. Ali Kavianian is Wealth Manager at Creative Planning, Inc.
Prior to joining Creative Planning, Mr. Kavianian was employed as an Investment Consultant and a Relationship Manager by a major national financial company.
He received his BS in Business from Portland State University.
He is also a Certified Financial Planner.
Eerdere bekende functies van Ali Kavianian
Bedrijven | Functie | Einde |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portefeuillebeheerder-Aandelen | 01-05-2015 |
Opleiding van Ali Kavianian
Portland State University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |