Garrett Amirehteshami
Founder, Wealth Management Advisor at
Amir Wealth Partners
Years of Experience
2 years
Number of Clients
17
Average Client Size
$300,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I take the time to understand what matters most to each client, then build a financial plan around their values, goals, and real-life priorities, not just their numbers.
Clientele
I work with business owners, executives, retirees, tech professionals, sales leaders, and high-net-worth families seeking coordinated financial guidance. My clients often have complex income, equity, tax, retirement, business, real estate, philanthropic and legacy planning needs. These are best addressed when all key advisors are operating on one comprehensive plan which I help coordinate.
Services Provided
Investment Management
Tax Planning
Financial Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Accredited Asset Management Specialist®
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
Education
Kaplan College
Graduate Certificate in Personal Financial Planning
Obtained in 2026
Previous Work Experience
Xerox
Regional Manager
2022 - 2024
Peloton
Direct Sales Manager
2019 - 2022
Advisor Links
Disclosures and Proof of License
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