AIRE Advisors, LLC

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked in various roles including at FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors manages approximately $1 billion in client assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm provides wealth management and investment consulting services, utilizing strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles.

Lily Mossayi is a financial advisor at AIRE Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at AIRE Advisors since 2021. Prior to that, her background includes positions in real estate and law firms. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and employs a range of investment strategies, including the use of third-party money managers, with services offered on both discretionary and non-discretionary bases.

Neil Unger is a Certified Financial Planner (CFP®) with five years of industry experience. He is currently affiliated with AIRE Advisors, LLC and has prior experience at Alliance Advisory & Securities, LLC, David S Reinders, Inc., and Kaiser Permanente. AIRE Advisors, LLC manages approximately $1 billion in client assets, serving individual clients, high-net-worth individuals, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, utilizing a strategy focused on strategic asset allocation and Modern Portfolio Theory across various asset classes.

Simone Liu is a financial advisor at AIRE Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Liu serves as CEO of The Golden Resource LLC, an import/export business. AIRE Advisors manages approximately $1 billion in client assets, serving individual and high-net-worth clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a broad range of asset classes and third-party managers, with services offered on both discretionary and non-discretionary bases.

Maryam Khoshreza is an advisor at AIRE Advisors, LLC with five years of industry experience. Prior to joining AIRE Advisors in 2021, she worked at Macy's Inc. and Oaks Paper Product Company. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, with an investment approach centered on strategic asset allocation and Modern Portfolio Theory.

Philip Fessler is a financial advisor at AIRE Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AIRE Advisors since 2021. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Fessler is involved in managing rental property jointly owned with his spouse. AIRE Advisors manages approximately $1 billion in client assets, serving individual clients, family offices, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services through both discretionary and non-discretionary arrangements.

James Naify is a financial advisor with AIRE Advisors, LLC in Beverly Hills, CA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Bank of America, N.A. since 2012 and previously at Merrill from 2012 to 2021. Outside of advising, he is the owner of El Dorado Financing Group Inc. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm emphasizes strategic asset allocation and Modern Portfolio Theory across diverse investment vehicles, providing both discretionary and non-discretionary wealth management and consulting services.

Daniel Ebert is a financial advisor at AIRE Advisors, LLC in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Bank of America, Merrill, Equitable Advisors, AXA Advisors, and Northwestern Mutual. Ebert serves as a board member of the Gettysburg Wrestling Alumni Board, facilitating networking between students and alumni. AIRE Advisors manages approximately $1 billion in client assets and serves individual and family-office clients, employer retirement plans, and brokerage customers. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers wealth management, retirement plan consulting, and investment consulting services.

Balfoure Brenes is a financial advisor at AIRE Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2021. Outside of his advisory role, Brenes is the owner of 4TUN801 LLC, a company involved in purchasing raw land. AIRE Advisors manages approximately $1 billion in assets and serves individual clients, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach focuses on strategic asset allocation and Modern Portfolio Theory, utilizing a diverse range of securities and third-party money managers.

Amir Monsefi is a financial advisor at AIRE Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He serves as an advisory board member of the Mar Vista Family Center, a charitable organization focused on supporting families. AIRE Advisors manages approximately $1 billion in client assets, serving individuals, family offices, employer retirement plans, and brokerage customers. The firm’s investment approach centers on strategic asset allocation and Modern Portfolio Theory, utilizing a diversified range of securities and third-party managers with ongoing monitoring and due diligence.

Kristina Downing is a financial advisor at AIRE Advisors, LLC with 19 years of industry experience. She holds a Series 66 credential and has worked at Bank of America, Merrill, and J.P. Morgan Securities prior to joining AIRE Advisors in 2021. Outside of her advisory role, she is involved in several real estate ventures, including membership in real estate holding companies and ownership interests in mobile home parks, as well as working as an employee at a mortgage brokerage firm. AIRE Advisors manages approximately $1 billion in client assets and serves individual and family-office clients, employer retirement plans, and brokerage customers. The firm offers comprehensive wealth management and investment consulting, emphasizing strategic asset allocation and Modern Portfolio Theory across a broad range of investment vehicles and third-party managers.

Sharon Nassirzadeh is a CFP® professional with 31 years of industry experience, currently with AIRE Advisors, LLC since 2020. Her prior roles include positions at Bank of America and Merrill Lynch. Outside of her advisory work, she is involved with a real estate investment project as a limited partner in an LLC formed to flip a duplex in Los Angeles. AIRE Advisors manages approximately $1 billion in client assets and serves individual, family-office, and employer retirement plan clients. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and offers a range of wealth management and investment consulting services.