Morris Amiri

    Financial Advisor

    Sunset West Advisors
    Beverly Hills, CaliforniaNo minimum minimum

    About Morris

    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... 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

    Areas of focus

    Credentials & background

    Licenses

    Series 66

    Education

    BS in Finance and Business Management University of Arizona (2004)

    Clients served

    Business OwnersRetireesReal Estate AgentsDivorceesTech EmployeesStartup EmployeesReal Estate DevelopersCorporate ExecutivesPartners at Law FirmsProfessional AthletesAttorneys & ParalegalsSingle Mothers

    The firm

    Sunset West Advisors