Zareh Shahinian, CFP®, APMA®

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DISC Type : ci

Financial Advisor and Founder at Oliria Financial LLC

Pasadena, California, United States

Overview

Zareh Shahinian is the Founder and a Fiduciary Financial Planner at Oliria Financial LLC. He specializes in comprehensive financial planning with a focus on equity compensation (RSUs), investments, and insurance. He holds CFP® and Accredited Portfolio Management Advisor designations and earned his Bachelor of Science from California State University, Northridge.

Outside of his financial planning practice, Zareh is an avid follower of Formula 1 racing and enjoys playing chess. He also values traveling and spending time with his family, indicating a balance between his professional and personal life.

He has deep expertise in the niche area of advising clients on complex equity compensation.

Personality Overview

Curious

Assertive

Value Driven

They are generally strong communicators and are not easy to convince.  They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Equity Compensation
A core specialty noted in his professional title, focusing on advising clients with RSUs and other stock-based pay.
Fiduciary Planning
He prominently identifies as a "Fiduciary Financial Planner, " showing a commitment to his clients' best interests.
Comprehensive Wealth Management
His stated process involves creating detailed, robust financial plans that integrate all aspects of a client's financial life.

Media Appearances

Zareh has no verified media appearances

Work History

8-2024
Financial Advisor and Founder at Oliria Financial LLC
3-2021 - 8-2024
Financial Advisor at Pruco Securities, LLC at Prudential Financial
2-2019 - 3-2021
Client Relationship Manager at Ameriprise Financial Services, LLC
12-2018 - 2-2019
Financial Planning Analyst at Ameriprise Financial Services, LLC
6-2018 - 12-2018
Financial Planning Specialist at Ameriprise Financial Services, LLC

Education

Bachelor of Science - BS from California State University, Northridge

More Information

Social Presence :

Prographics :

Exp : 7 Location : Pasadena, California, United States Job Level : Leadership Designation : Financial Advisor and Founder at Oliria Financial LLC
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Insights For Selling To Zareh

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zareh is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Zareh

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Zareh move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Zareh take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Zareh

Personality Compatibility


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