Richard Plamondon is a financial advisor at Lazari Capital Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lazari Capital since 2018, following a nine-year tenure at Mutual Securities. Outside of his advisory role, he is also a licensed insurance agent specializing in Medicare insurance products. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm employs a multifaceted investment approach that includes fundamental, technical, cyclical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Kirk Mekerdichian is a financial advisor at Lazari Capital Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lazari Capital Management since 2019, including a prior role at Iron Hill Wealth Management LLC. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm offers a range of services including ongoing portfolio and wealth management, estate and retirement planning, pension consulting, and recommendations of third-party asset managers across diverse investment types.

Edward Levi is a financial advisor at Lazari Capital Management, Inc. with 46 years of industry experience. He holds a Series 63 designation and has worked at Lazari Capital Management since 2018. His prior experience includes roles at Oak Shore Partners, LLC and Beverly Hills Wealth Management. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and a private fund. The firm uses a comprehensive investment approach that incorporates fundamental, technical, cyclical, and quantitative analysis across a broad range of instruments.

Michael Karapetian is a financial advisor at Lazari Capital Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Honey Badger Capital LLC, Lyndhurst Securities, Kovack Securities, and Lazari Asset Management. Outside of his advisory work, Karapetian serves as president of the Karapetian Animal Rescue Environment Foundation, a nonprofit focused on animal rescue, environmental conservation, and community outreach, and holds trustee roles at Moravian University and Merlin Tuttle’s Bat Conservation. Lazari Capital Management provides portfolio management, financial and estate planning, and pension consulting to individuals, trusts, high-net-worth clients, corporations, and private funds. The firm utilizes a broad investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Melvin Nazarian Masihi is a financial advisor at Lazari Capital Management, Inc. He holds Series 63 and Series 65 designations and has experience working at Bank of America and Abra Inc. prior to joining Lazari Capital Management. He began his career in financial services recently and has also worked in educational roles at Glendale Community College and Burbank High School. Lazari Capital Management provides investment advisory and financial planning services to a variety of clients, including high-net-worth individuals, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment strategies and offers pension consulting, estate and retirement planning, and third-party asset manager recommendations.