Sherman Oaks, CA Sepulveda Blvd Office

Jamshid Seleh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and three years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and WFGIA. Outside of advising, he works as a real estate agent with Keller Williams Realty and provides caregiving services for his mother. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with client goals and risk tolerances.

Ioan Grigor is a financial advisor with Bankers Life Advisory Services, Inc. in Sherman Oaks, CA. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. His career includes roles at Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty Company since 2008. Outside of advising, he owns a marketing and management firm, Grigor&Co. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Angel Matos is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Citigroup, Wells Fargo, and JPMorgan Securities. In addition to his advisory work, he is also an insurance agent appointed with Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.