The Ardalan Wealth Management Group

Merrill Lynch Wealth Management
2049 Century Park East
Floor 11
Los Angeles, CA 90067
(310) 858.4701
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Ardalan Wealth Management Group
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Shyan Ardalan
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2024
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "America's Top Next-Generation Wealth Advisors", 2024
(Published on August 8, 2024. Rankings based on data as of March 31, 2024.)
The Ardalan Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Shyan Ardalan,

CFP®, CIMA®, CPFA™, CRPC™, SE-AWMA™

Managing Director, Wealth Management Advisor
310.858.4701
Jordan Lawrence,

CAIA®, CFA®

Assistant Vice President, Senior Financial Advisor
310.858.4715
The Ardalan Wealth Management Group Team Photo
Francesca Lucia Engel,

CRPC™

Business Manager
310.858.4723
Susan J Ventus
Wealth Management Client Associate
310.858.2790
Brandon Chuidian
Wealth Management Client Associate
310.858.4674
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Charles Yoo
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #238473
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Orbel Shakhmalian
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.