As a Chartered Retirement Planning CounselorTM certificant and a Senior Portfolio Advisor, Senior Financial Advisor, Shervin Saedinia approaches your personal and financial goals strategically and sensibly with your specific financial situation in mind. Sound investment management, retirement planning, home and real estate lending, business financing, and life insurance strategies are among the many services that she provides within the framework of her wealth management process. Shervin provides personalized investment advice and financial services to affluent and high net-worth clients with an emphasis on risk management. Striving to make your options clear to you, Shervin offers thought out and customized financial advice. Furthermore, Shervin works closely with clients and their other trusted advisors—including attorneys, accountants, third-party administrators—to address tax, philanthropic, retirement plan design, and estate and wealth transfer strategies.
Born and raised in Los Angeles, Shervin earned her bachelor’s degree from Syracuse University where she was a scholarship athlete in tennis and her MBA in Management at California State University of Northridge. Prior to joining Merrill Lynch Wealth Management in 2011, she worked as an advisor to Best Buy and Amazon in the technology sector as well as an advisor in philanthropy, linking donors to the National MS Society. In her spare time, she enjoys the outdoors, has a passion for teaching and playing tennis, volunteers for the Farhang Foundation, and loves to travel.
*Financing and Lending Services are through Bank of America, N.A. (NMLS# 813098)
*Merrill Life Agency's California License Number 0522776
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
