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Arya T

Series 65, Series 66

Los Angeles, CA

Blackacre Wealth

Arya Taghdiri is a financial advisor at Blackacre Wealth in Los Angeles, CA, holding Series 65 and Series 66 licenses with no prior industry experience. Before entering financial advising, Taghdiri worked in legal roles, including at Quinn Emanuel Urquhart & Sullivan, LLP and California Estate Law, PC. Blackacre Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a client-focused process utilizing a combination of fundamental, technical, and modern portfolio theory approaches and offers both passive and active investment options along with planning engagements billed on a fixed-fee or hourly basis.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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