Zareh Shahinian, CFP®, APMA® in

Zareh Shahinian, CFP®, APMA®

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Financial Advisor and Founder at Oliria Financial LLC
📍 Pasadena, California, United States

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.

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Experience
7 Years
Current Role
Financial Advisor and Founder
Job Level
Leadership
Location
Pasadena, California, United States
Personality Overview

How Zareh shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Zareh cares 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.
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Career

Work history

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

Media appearances

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Education
Bachelor of Science - BS
California State University, Northridge
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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