Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Hrant Kargayan

Senior Financial Advisor
Senior Vice President - Investment Officer

Hrant Kargayan is a Senior Vice President – Investment Officer at Wells Fargo Advisors, where he partners with individuals and families to deliver comprehensive, high-touch wealth management solutions.  With a disciplined, balance sheet-driven approach, he advises on both assets and liabilities-helping ensure that each component of a client’s financial life is thoughtfully aligned and working in concert.

He takes a holistic view of wealth, helping clients navigate everything from investment strategy and risk management to liquidity and major life transitions; also providing access to lending services through Wells Fargo Bank, N.A.  Known for his attentiveness and responsiveness, Hrant is deeply committed to delivering a client experience centered on clarity, precision, and timely execution.  Each recommendation is carefully tailored, with the goal of aligning solutions to the client’s evolving needs and long-term objectives.

With nearly two decades of industry experience, Hrant has guided clients through multiple market cycles, bringing perspective, discipline and a steady hand to both opportunity and uncertainty.  He believes that every financial challenge has a solution-the key is identifying the right strategy and executing it with intention. 

Prior to joining Wells Fargo Advisors, Hrant served as a Vice President of Investments at JP Morgan Wealth Management for eight years.  Earlier in his career, he held advisory roles at Merrill Lynch and UBS, where he spent several years developing his foundation across a range of client segments and market environments.  He began his career as an apprentice at Citigroup Smith Barney. 

Hrant earned a bachelor’s degree in economics from the University of California, Los Angeles (UCLA). He currently resides in Woodland Hills with his wife and their three children.  Outside the office, he enjoys traveling, spending quality time with his family and reading. 

 

 California Insurance License Resident State CA 0I88075

CA Insurance License Number: 0I88075. Resident State: CA

Languages

  • Armenian
  • English

About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

Learn More

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

Learn More

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.

Learn More

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

Leave this empty:

Thank you for your submission!
sun peeking through trees

Working with Us

We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.


What to Expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:

  • Time – to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.  

Put your future into focus today. Contact us to get started on a personalized investment plan.