Reza Manshouri serves as Managing Partner and PIM Portfolio Manager on our team.   With a wealth of experience, he provides expert advice to individuals and families, with a particular focus on entrepreneurs and senior management in both private and public companies. Reza places his clients' well-being at the forefront, employing a goal-oriented strategy to guide them towards long-term success. His dedication to helping others fuels his motivation and commitment to delivering outstanding results.

Boasting over 20 years in Wealth Management, Reza has successfully overcome numerous challenges. His impressive track record includes tenures at esteemed institutions such as Morgan Stanley and Merrill Lynch. In 2021, he transitioned to an independent advisor role with Wells Fargo Advisors Financial Network, allowing him to bring his unique vision of client service to life. Reza's areas of expertise encompass portfolio management, investment planning, estate planning strategies, tax optimization strategies, restricted stock and option planning, and monetization strategies for concentrated equity positions. As a PIM portfolio manager, he exercises discretionary control over accounts across a range of asset classes.

Reza holds a bachelor’s degree in political science from UC Davis and an MBA in Marketing and Finance from the University of San Diego.  Residing in Mill Valley with his wife Atissa and their two daughters, Mitra and Sonia, Reza is a strong advocate for the link between physical fitness and mental health, promoting regular exercise. In his downtime, he enjoys mountain biking, hiking, and playing tennis, as well as indulging in his love for reading.  

CA Insurance License Number: 0D79984. Resident State CA.

In his role as Managing Partner, Shahab Moradian combines a dedication to delivering top-tier service with a mission to provide confidence to his clients. With two decades of experience, Shahab, known for his hard work and loyalty, intertwines lessons from his extensive career to assist individuals in reaching their financial aspirations. His investment strategy is dynamic, adapting to current market conditions and incorporating clients' real estate holdings into their overall investment plan.

Having honed his skills in wealth management, retirement planning, and portfolio optimization at esteemed institutions like Morgan Stanley, Merrill Lynch, and Wells Fargo Advisors, Shahab transitioned to an independent channel with Wells Fargo Advisors Financial Network. This move empowered him with the freedom and resources to elevate client service to new heights.

Shahab's wealth of experience as an advisor is supported by his educational background, holding a bachelor’s degree in international relations from UC Berkeley and a master’s degree in Business from Golden Gate University. Originally from Mill Valley in Marin County, Shahab relocated to Walnut Creek for its favorable weather and vibrant downtown scene. Beyond his professional pursuits, he indulges in life’s luxuries, including exotic cars, fine tequila, and cheering for the San Francisco 49ers. Above all, Shahab treasures moments engaging in sports and other activities with his two sons.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. 

This information is intended for use only by residents of AZ, CA, DE, FL, GA, IN, MA, MD, MI, NC, NV, OR, TX, WA, AND WI

CA Insurance License #0D91282, Resident State CA