Fariba Ronnasi

Fariba Ronnasi is the president, founder, and owner of Elite Wealth Management Inc., a fee-only financial advisory firm located in Kirkland, Washington.15 Here are some key details about her background and experience:

Professional Experience

Fariba Ronnasi has a 23-year history in the investment sphere.1 Her career highlights include:

• Founding Elite Wealth Management in 2004, where she currently serves as president and chief compliance officer (CCO)1
• Previously worked as a managing director at Columbia Management Company before establishing Elite Wealth Management1
• Held positions as CCO and director of investor relations at Lattice Capital Management, LLC, another SEC-registered investment advisor14

Education and Expertise

• Holds a master's degree in finance with a minor in economics1
• Specializes in strategy-based investment portfolio creation and integrated financial planning1
• Has headed the strategic management of numerous high-net-worth individuals3

Leadership and Ownership

As the principal owner of Elite Wealth Management, Fariba Ronnasi oversees the firm's operations and investment philosophy.1 Under her leadership, the company offers various services, including:

• Investment management
• Financial planning
• Tax planning and accounting
• Retirement planning
• Estate planning
• Asset protection

Professional Presence

Fariba Ronnasi maintains a professional presence on LinkedIn, where her profile can be found under the username fariba-ronnasi-b3984724.5 She is based in Kirkland, Washington, and has over 500 connections on the platform.2