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Amirreza K
CFP®, Series 63, Series 66
Laguna Hills, CA
Fusion Financial
Amirreza Kayyal is a CFP® with 19 years of industry experience and is the sole advisor at Fusion Financial in Laguna Hills, CA. His prior roles include positions at Quest Capital Strategies, Newport Coast Securities, Inc., and MSI Financial Services, Inc. Outside of his advisory work, he is a licensed real estate and mortgage broker, involved in brokering residential properties and originating mortgages. Fusion Financial provides portfolio management and financial planning services primarily to individual clients, occasionally serving small businesses and non-profits. The firm uses a mix of fundamental and technical analysis with a range of investment vehicles, tailoring strategies from passive income to active growth based on client objectives and risk tolerance.
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