Kian Rafia

Kian Rafia is a highly accomplished professional with a diverse background in industrial engineering, finance, sales, and distribution. Rafia pursued a B.S. in Science with a focus on Industrial Engineering at The Ohio State University, showcasing a strong foundation in analytical and problem-solving skills. Additionally, Rafia expanded his expertise by studying Finance and Financial Management Services at New York University's Leonard N. Stern School of Business, further enhancing his financial acumen.

Throughout Rafia's career, he has held several key leadership positions, demonstrating his strategic abilities and business acumen. He currently serves as the Sr. Managing Director of Enterprise Sales and Distribution at AssetMark, where he oversees crucial aspects of sales and distribution operations. Prior to this role, Rafia founded Pardis, a Pro-Bono Financial Advisory firm, showcasing his commitment to giving back to the community and helping others navigate financial decisions.

Rafia's career journey includes significant roles such as Senior Vice President of Strategic Accounts at AssetMark, where he played a pivotal role in driving strategic initiatives. His experience also extends to roles such as Consultant in U.S. Business Development at d1g1t Inc., EVP of Advisor Solutions at Morningstar, and Senior Vice President of Wealth Management at Independent Financial Group, LLC, where he honed his expertise in financial services and wealth management.

Moreover, Rafia's tenure at Cetera Financial Group, both as Vice President leading RIA Strategy and heading Advisory Investment Products, reflects his comprehensive understanding of the financial industry. His earlier experience at LPL Financial Services as Assistant Vice President in Advisory Platform/Product Development and at Lord Abbett & Co. LLC as Director of Product Marketing highlights his diverse skill set and versatility in various operational functions.

Before transitioning into the financial sector, Rafia began his professional journey as a Senior Associate at PwC, where he gained valuable insights into consulting and advisory services. Furthermore, his role as an Engineering Intern at Nordstrom underscores his multidisciplinary background and ability to adapt to different industries.