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Michael Rashtian is an Investment Advisor Representative at Steelpeak Wealth, LLC in Woodland Hills, California. Michael has been in the industry since 2016 and is licensed in California. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Michael has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/27/2021 - Present
Steelpeak Wealth, LLC (WOODLAND HILLS CA)
IA
Issued 09/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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