Los Angeles, CA Office

Bakha Komak is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Rodriguez is a financial advisor with Fidelity in Los Angeles, CA, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Wells Fargo and Chase Bank. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Parisa Gohari is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Her prior work includes roles at Merrill Lynch, Wells Fargo Bank, and positions outside the financial sector such as caregiving and rideshare services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios across a broad investable universe.

Alex Persons is a Vice President and Financial Consultant at Fidelity Investments, a role held since 2023. Prior to this, Alex has held several positions within Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2017 to 2023. Before joining Fidelity, Alex worked as a Mortgage Processor at JPMorgan & Co in 2016. Alex holds a California Insurance License. Their professional approach focuses on assisting clients in identifying their financial goals and objectives and building strategies to work towards financial freedom. Alex emphasizes the importance of planning in achieving financial success. Outside of work, Alex enjoys attending concerts and movies, as well as engaging in outdoor adventures such as skiing, surfing, and traveling.

Adrian Ramirez is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Carlos Kennedy is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His previous experience includes six years at Bancwest Investment Services, Inc. before joining Fidelity. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and serves as an adviser to registered investment companies.

John Von Buren is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Pruco Securities LLC, and Keller Williams Realty-Sunset. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Joseph Byun is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS, City National Securities, and Northwestern Mutual. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI and algorithmic methods, and registration as a commodity pool operator.

Kunal Sharma is a Financial Consultant currently with Fidelity Investments since 2024. He partners with families to develop personalized financial strategies that assist them in working toward their financial goals, providing clarity and confidence throughout the decision-making process. He has held several roles in the financial services industry, including Business Growth Strategy Consultant at Wells Fargo Advisors from 2022 to 2023, Private Client Advisor at JP Morgan from 2018 to 2022, and Private Client Banker at JP Morgan Chase from 2007 to 2018. Kunal holds a California Insurance License. Outside of his professional work, Kunal has interests in fitness, food, football, movies, museums, and pets.

Alvariana Gonzalez is a Series 66-licensed financial advisor with two years of industry experience. She currently works at Fidelity Investments, having joined in 2025, and previously held roles at Equitable and Gelfand Rennert & Feldman LLC. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles, supporting model portfolios and managing multiple registered investment companies.

Sandy Soliman is a CFP® and holds a Series 66 license, with seven years of industry experience. She is currently with Fidelity Investments and Fidelity Brokerage Services LLC. Outside of her advisory work, she operates an Airbnb rental in San Diego. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative, algorithmic portfolio construction techniques to deliver model portfolios and advisory services.

Kaleem Ansari is a Benefits & Planning Consultant within the Executive Services Group at Fidelity Investments. In this role, he focuses on assisting executives in understanding their available benefits and simplifying complex investment strategies into clear, actionable plans tailored to each client's unique goals and objectives. Prior to this position, Kaleem served as an Investment Management Consultant at Fidelity Investments from 2021 to 2025. Throughout his tenure at Fidelity Investments, Kaleem has worked closely with clients to develop comprehensive financial plans that support their decision-making processes. His approach emphasizes clarity and customization to help clients navigate complex financial landscapes. Outside of his professional work, Kaleem has interests in baseball, comedy, social events with friends, movies, traveling, and volunteering.

Carlos Cano is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he assists families in growing, protecting, and managing their wealth with a focus on risk management, income planning, and tax-efficient investing. He aims to understand each client's unique situation and develop tailored financial strategies using the resources available at Fidelity. Prior to his current position, Carlos served as a Financial Consultant at LA Pension Planners from 2021 to 2022 and as a Financial Advisor at Equitable Advisors from 2020 to 2021. He holds a California Insurance License. Outside of his professional work, Carlos has interests in baseball, cars, comedy, fitness, food, and football.

Mehrnaz Nourbakhsh is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2023, previously serving as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Prior to joining Fidelity Investments, she worked as a Relationship Banker at Wells Fargo from 2018 to 2023. Her approach to client services and financial planning focuses on building strong, trusting relationships and developing personalized, strategic strategies that align with each client's unique goals. She emphasizes understanding each client's story as essential for creating their financial roadmap. Mehrnaz holds a California Insurance License. Outside of her professional career, Mehrnaz enjoys cooking and baking, participating in family activities, fitness, hiking, and watching movies.

Brandon Moore is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.