From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Milad Javaherian

Financial Advisor

With over a decade of experience in financial services, I help clients navigate their financial goals through customized, long-term investment strategies. My background in engineering allows me o simplify complex systems and structures into clear, actionable plans. Just as importantly, my passion for teaching- shaped by years of mentoring siblings and students- helps me communicate these plans effectively and build lasting trust with clients. I began my career as a banker with Wells Fargo Bank, later joining Morgan Stanley in 2017 for nearly eight years. Today, I continue my practice with Wells Fargo Advisors in Danville. I hold a bachelor’s in electrical engineering and a master’s in international business economics from Oxford Brookes University. My investment philosophy centers on ongoing, collaborative planning. Life circumstances evolve- and so should our financial strategies. I work closely with clients over time to ensure their portfolios stay aligned with their goals, risk tolerance, and changing needs. Outside of work, I’m an avid traveler and cinephile who thrives on discovering new cultures and stories. I enjoy reading, swimming, hiking, snowboarding, and spending time in nature- pursuits that keep me grounded, energized, and always curious.

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eMoney Advisor®

A modernized approach to advice

Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.

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