We had the good fortune of connecting with Sharon Nassir and we’ve shared our conversation below.
Hi Sharon, we’d love to hear more about how you thought about starting your own business?
I began my career in 1991 at Kennedy Cabot, a boutique discount firm. I build my practice within their full service advisory division, and after several mergers, the firm became TD Ameritrade. In 2006, I joined Stock Cross Financial, where I continued to serve high net worth clients. Finally, I spent the last decade of my career at Merrill Lynch, providing comprehensive wealth management services. After almost thirty years of serving clients at various firms, I became convinced the existing models for delivering financial advice were not fully serving the best interest of clients. As a woman, I also saw a gap in the market for female-led advisory firms. This motivated me along with my partner Amir Monsefi, to create our firm AIRE Advisors in 2020. One that is based on a holistic and truly fiduciary approach, putting the client’s need front and center while elevating their experience.
What should our readers know about your business?
At AIRE Advisors, we are committed to transparency in our wealth management services. From the beginning, we decided to be fee-only advisors to eliminate any conflicts of interest which may arise from earning commissions from our recommendations. We charge a fair annual fee for our services and provide comprehensive guidance on all aspects of our clients’ wealth, including privately held real estate, 401k plans, alternative investments and more. Our goal is to help every client feel confident and knowledgeable about their finances by providing ongoing education on best practices and how to avoid common behavioral pitfalls that can jeopardize long-term returns. We encourage our clients to focus on what matters most by starting every relationship with an in-depth financial plan to better understand their life goals, while simplifying their financial decisions. This approach helps create lasting results, and it’s incredibly fulfilling to see our clients achieve their dreams. We’re proud to be part of their journey.
My dedication to empowering female investors with their wealth is also a driving force behind my work in the wealth management field. We now have the ability to create customized educational content, workshops and seminars that speak directly to the unique needs and experiences of women investors. By sharing my personal story and providing practical information, I’m helping women make informed decisions and take control of their financial lives.
If you had a friend visiting you, what are some of the local spots you’d want to take them around to?
One of the most unique spots in Los Angeles is the Getty Museum perched above the mountains on the west side. It’s a breathtaking combination of art, architecture with stunning views. I love spending the day wandering through the galleries, enjoying 360 degree views of the city and the Pacific Ocean, while savoring a gourmet meal at the on-site restaurant, for an early dinner, all while enjoying beautiful sunset views.
Who else deserves some credit and recognition?
My father was a pillar of strength and support in my life. His journey to starting a new life in the United States, after fleeing a revolution in the Middle East, taught me about strength, resilience and perseverance. Despite the immense challenges he faced, he built a new life in a new country, and created a solid foundation for his family. His experience showed me the importance of a positive mindset, focusing on what matters most and remaining true to oneself and one’s values. He taught me the importance of hard work, perseverance, and integrity. These values have been the foundation of my success, both personally and professionally.
Website: www.aireadvisors.com
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