Arbor Wealth Management

Ryan Aguiar is a financial advisor at Arbor Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at Arbor Wealth Management since 2018, with previous experience at FSC Securities Corporation and UCSC. Outside of advisory work, he is involved in selling fixed insurance products as part of his role at Arbor. Arbor Wealth Management serves individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis with a focus on strategic long-term investing and offers both discretionary and non-discretionary portfolio management through its Vision 2020 Wealth Management Platform.

Phillip Dutra is a financial advisor at Arbor Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Arbor Wealth Management since 2016, with prior experience at Fsc Securities Corp and OSAIC. Outside of his advisory role, Dutra participates in tournament bass fishing and works occasionally as a fishing guide. Arbor Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and business entities. The firm emphasizes strategic long-term investing combined with tactical adjustments, employing portfolio management tools and periodic account reviews.

Adam Bagherian is a CFP® with 14 years of experience in financial advising. He is a principal at Arbor Wealth Management in Walnut Creek, CA, where he has worked since 2016. He is also pursuing CPA credentialing and is involved in maintaining and managing short-term rental properties independent of his advisory role. Arbor Wealth Management serves individual clients, trusts, estates, and business entities by providing investment advisory and financial planning services. The firm employs a strategic long-term investment approach supplemented by tactical adjustments, utilizing risk-tolerance assessments and advanced portfolio management tools.

Steve Aguiar is a financial advisor at Arbor Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arbor Wealth Management since 2007, with prior experience at FSC Securities Corporation. He is also a trustee on his uncle’s living trust. Arbor Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a disciplined investment process focused on asset allocation and portfolio optimization, offering both discretionary and non-discretionary account management through its Vision 2020 Wealth Management Platform.