Faran Shaker
Advisor at Merrill — Los Angeles, CA S Hope St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Los Angeles, CA 90071
Merrill
Institution
Faran Shaker serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on establishing long-term financial relationships through trust and transparency, engaging in open dialogue to understand clients' unique financial goals and developing tailored plans that align with their interests. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Faran also has practical experience working with defined contribution retirement plans, assisting plan sponsors with guidance and plan design, and educating participants on retirement readiness.
Raised in Wisconsin, Faran earned his Bachelor's degree from the University of Wisconsin-Madison and holds a Juris Doctorate from the University of Wisconsin Law School. He has obtained several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), and Certified Plan Fiduciary Advisor (CPFA®). Although he holds a law degree, he does not provide legal advice in his current role.
Faran has contributed as the Bank of America Community Volunteer Champion for Central Los Angeles in 2021 and 2022. He is fluent in Persian and English. His personal interests include running, tennis, and writing. He approaches his advisory role with the philosophy of connecting all aspects of a client's financial life to help prioritize and pursue their most important goals.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Los Angeles, CA S Hope St
333 S Hope St
Los Angeles CA 90071
Advisors at this office
133
California · Texas
7 years of industry experience
BANK of AMERICA, N.A.
2019 - Present • 7 years
Los Angeles, CA
Merrill
2019 - Present • 7 years
Los Angeles, CA
Professor Egghead Science Academy
2017 - 2019 • 2 years
Glendale, CA
LAZ Parking
2012 - 2019 • 7 years
Los Angeles, CA
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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