Morris Amiri
Sunset West Advisors at
Sunset West Advisors
Years of Experience
25 years
Number of Clients
88
Average Client Size
$1,500,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
We measure success by our clients peace of mind. We are here to simplify the complex, build trust, and help our clients feel secure in every financial decision that they make
Clientele
We work with driven young professionals and business owners—especially those building wealth through real estate or entrepreneurship. We help turn growing income into generational wealth with simple investment strategies, tax & estate planning, and a clear financial plan
Services Provided
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Series 66 - Uniform Combined State Law Exam
Click to learn more
Pricing Models
Education
University of Arizona
BS in Finance and Business Management
Obtained in 2004
Advisor Links
Disclosures and Proof of License
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