Farid Morim

Farid Morim is a seasoned financial services professional with a rich background spanning fifteen years in various finance domains. His expertise includes portfolio management, strategic asset allocation, financial and retirement planning, insurance planning, and a deep understanding of lending across commercial, residential, and security sectors. With a robust foundation in investments, banking, insurance, and financial planning, Farid excels in analyzing clients' financial landscapes to offer tailored investment strategies aligned with tax, estate planning, capital preservation, asset protection, and efficiency optimization. Farid Morim's academic journey includes studying Business Administration and Management at California State University-Northridge. Throughout his career, Farid has held key roles, including Vice President at J.P. Morgan Securities LLC, Relationship Banker at Citi, and Business Banker at Wells Fargo.