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Ali K

CFP®, Series 66

Beaverton, OR

Focus Partners Wealth, LLC

Ali Kavianian is a CFP® professional with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2025. His prior experience includes roles at Churchill Management Group, Creative Planning, TD Ameritrade, and Merrill. Outside of financial advising, he is involved in small business ownership, including ventures in vehicle rental and leasing as well as property management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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