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Sogol Javan oskouei is a registered investment advisor representative with First Foundation Advisors in Irvine, CA. Sogol is a financial professional with experience in financial planning and portfolio management. Sogol specializes in working with high-net-worth individuals, corporations and other businesses, investment companies, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/04/2025 - Present
First Foundation Advisors (IRVINE CA)
Active
Inactive
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