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Morris Amiri | Financial Advisor

Profile img for Morris Amiri, financial advisor at Sunset West Advisors
Beverly Hills, CA
Morris Amiri
Financial Advisor
Sunset West Advisors at
Sunset West Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I believe everyone deserves to feel confident about their financial future. I work closely with young professionals and business owners—especially in real estate and tech—to turn growing income into long-term wealth. My goal is to simplify the complex, build real trust, and help clients enhance what they’re building with a clear financial plan, simple investment strategies, and detailed tax & estate planning.
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Specialties and Expertise

7
High Net Worth Planning
Cash Flow Analysis
Portfolio Construction
Debt Management
Succession Planning
College Planning
Real Estate Investments

Clientele

12
Business Owners
Retirees
Real Estate Agents
Divorcees
Tech Employees
Startup Employees
Real Estate Developers
Corporate Executives
Partners at Law Firms
Professional Athletes
Attorneys & Paralegals
Single Mothers

Credentials and Designations

1
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Series 66 - Uniform Combined State Law Exam

Education

1
University of ArizonaBS in Finance and Business ManagementYear Obtained: 2004
Quick Facts About Morris
Years of Experience:25 yearsMember since:2025Average Account Size:$1,500,000Number of clients:88

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Retirement Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Beverly Hills, CA
Morris Amiri
Financial Advisor
Sunset West Advisors at
Sunset West Advisors
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Profile last updated: 05-28-2025
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