Ariya Pejouhesh is a finance expert with a strong track record of helping affluent individuals and their families meet their financial goals. With a bachelor's degree in finance from the University of San Francisco, Ariya possesses significant specialization in asset allocation, financial planning, estate planning strategies, security-based lending/home financing, mergers and acquisitions, and pre- and post-IPO planning. Ariya's passion is for making a significant positive difference in the lives of the families she serves, and she prides herself on her discipline, transparency, and simplicity. With a wealth of experience helping clients manage concentrated stock strategies, she brings a level of expertise that is difficult to match. In Ariya's spare time, she enjoys sailing and cycling in the San Francisco Bay, and she has worked for reputable firms and companies like Merrill Lynch, Morgan Stanley, and UBS.