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Kyle F

Series 66

Miami, FL

Equitable Advisors

Kyle Fisher is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has prior work experience at AXA Advisors, AT&T, Lockheed Martin, and Penn State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm employs a client-centered approach that involves assessing risk tolerance and matching clients to investment models or discretionary managers, utilizing both proprietary and third-party programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Sanaz T

Series 63, Series 66

Miami, FL

Equitable Advisors

Sanaz Tabrizi is a financial advisor at Equitable Advisors with 19 years of industry experience. She has held positions at Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. She holds the Series 63 and Series 66 designations and is based in Miami, FL. Outside of her advisory role, she is involved with Sanian Management LLC. Equitable Advisors serves individual and institutional clients, including pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of investment programs and third-party managers to tailor solutions based on client risk tolerance and needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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