Whether you are building your personal wealth, or already retired looking for income, I can help you. Using a personalized planning process I first help to define each client's goals, then develop a strategy to help achieve those goals.
Each client will have different needs:
- Planning for retirement
- Income during retirement
- Education and college planning
- Estate planning
To help fulfill these needs I can help determine a plan, suggest an asset allocation strategy, implement the plan, and monitor and adjust the portfolios as needed.
As an advisor who puts your interests first, I serve my clients with professionalism, responsiveness, and concern.
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
- Risk profile analysis – quantitative
- Financial plan modeling
- Cash flow analysis
- 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
I am a multi-disciplined financial professional able to leverage my varied experience to your advantage. Whether it be private banking and asset management, advanced planning insurance design or traditional estate planning you'll find that all your needs can be met in one place!
Background:
I am Financial Advsior who is passionate in delivering a consistent, yet customized, wealth management plan. My biggest value is that the client comes first and that I am able to listen and understand each individual to properly address their unique needs. I specialize in the delivery of wealth creation and preservation. It is important to craft an appropriate investment strategy and provide continuous monitoring of your portfolio.
My style works as follows:
- Understand client needs
- Establish goals and objectives
- Develop appropriate strategies
- Implement strategic plan
- Monitor, measure, and review progress
I am committed to my clients and my unique value proposition. I will offer service, performance, and solutions. Please give me a call so I can show you how I can address all of your investment needs.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
I design custom investment strategies based on your individual goals, objectives and risk tolerance. I am a firm believer in asset allocation, buying quality securities, diversification and minimizing expenses. We will use stocks, corporate bonds, municipal bonds and mutual funds. Many of my clients span three generations and have trusted the Smith family since the 1920's.
Background:
Tony Lucas serves as Manager for the San Diego office of Wedbush Securities. With over 25 years of experience in Finance, he began his career at Merrill Lynch and Morgan Stanley where he spent 17 years as an Advisor, Complex Sales Manager, Branch Manager, and was a member of the Executive Committee of Diversity. Tony was also a Financial Advisor for a firm in Beverly Hills.
As a manager, one of Tony’s greatest strengths is his ability to connect and motivate his advisors to believe that they can achieve more by dissecting and segmenting their book. He excels in coaching his advisors to grow their practice by looking at new solutions and opportunities to growing their books of business.
Tony was born in Colon, Panama and has two children, Tyler and Tia, who are his pride and joy. He obtained his Bachelor’s degree in Retail Marketing from Syracuse University, where he was also on the Wrestling Team. He currently resides in Culver City, CA and enjoys watching sports. He is a loyal Yankees and Buffalo Bills fan.
Richard is a graduate of Georgetown University School of Business in Washington, D.C. He earned his Estate Planning Designation from The American College in Bryn Mawr, Pennsylvania. Richard and his wife Joanna have three children and have resided in the Point Loma community for over twenty years. He is actively involved in the community through various organizations, including Georgetown Alumni Admissions Program, St. Vincent De Paul Village, Boy's Hope ‐ Girl's Hope and is a graduate of LEAD San Diego. Richard enjoys swimming, sailing and is a member of the Coronado Men's Golf Club.