Stefano Safaei

Stefano Safaei

Financial Advisor

Independent Franchise Owner Network

Biography

SkyArch Capital Advisors help clients to understand their individual risk profiles and how to effectively plan for their financial goals. Stefano “Stef” Safaei serves as Managing Director, and leverages over 20 years of experience working directly with clients to secure their financial future.

He works with a variety of clients, such as families, small-mid size business owners, corporations, high net worth individuals, and non-profit organizations, including one of the oldest children’s charities in the United States. Stef believes every relationship starts with a conversation, which begins with asking the right questions to gain a comprehensive understanding of the client’s goals.

He analyzes each client’s financial profile, lifestyle objectives, and attitude towards risk, and then develops a suitable and custom financial plan using a risk-based quantitative approach. He offers strategic and tactical asset allocation, and provides a range of world-class investment solutions, including cash, fixed income, equities, and alternative investments. His investment approach focuses on specific themes including: ESG (socially responsible investing), disruptive technology in Artificial Intelligence, Automation, Robotics, Cloud Computing, Gaming, and Biotechnology.

APPROACH

  1. Risk profile analysis – quantitative
  2. Financial plan modeling
  3. Cash flow analysis
  4. Portfolio allocation and customization

Reach out to Stefano for a complimentary review of your investment plan or to answer your financial planning related questions.

RECOGNITION

  • Westchester’s Business Council “Risking Stars 40 under 40” in 2012
  • Westchester Magazine Five-Star Wealth Manager Award in 2013, 2015, 2017-2020
  • Westfair Communications “Top Wealth Manager Award” for Westchester, NY and Fairfield, CT

PRESIDENTS CLUB

Presidents Club Logo

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS:

Credentials

  • Series 3, 7, 9, 10, 63, and 66 securities licenses
  • Equity Investments & Risk Management, Executive Education Program, Yale School of Management
  • Board Member, Byram Hills Educational Foundation
  • Advisory Board Member, Rutgers University Design Thinking Program

Mission Statement

As an Independent Advisory Branch, SkyArch Capital Advisors is part of the Client Financial Services Group at Wedbush Securities. Our Client Financial Services Group specializes in providing brokerage and advisory services to both institutional and private clients. Clients receive individualized attention from our experienced Investment Executives who are committed to providing quality service and sound advice.

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