Amir Mossanen
Managing Director
Wealth Advisor
Truist Bank
Managing Director
Wealth Advisor
Truist Bank
9777 Wilshire Blvd
Suite 700,
Beverly Hills, CA 90212-1824
About me
Background
Amir leads a team under the principal that great things don’t just happen – they are built on hard work, commitment, and challenging yourself to do better. They fulfill this ethos in their work with entrepreneurs who are anticipating or have experienced a liquidity event. Their successes are built on this same principle, and they view it as their responsibility to embody it in their work.
He challenges the team to go beyond the surface and explore the complex topics and details that matter to clients, their families and their businesses. Similarly, they have found that when clients go deeper and share their aspirations and concerns, they may be able to unearth great outcomes together.
Their experiences shape relationships with money, they create assumptions, patterns and, at times, unrealistic expectations. Amir’s role as an advisor is to help uncover your definition of success, and provide guidance with implementing a plan to make it work for you. Partnering with a team that brings knowledge in investments, credit, estate planning, business transition planning, and family governance and education, they identify ways to help produce positive opportunities, and help provide you comfort for today, and tomorrow.
Their team embraces three tenets in their practice:
• Care: To care for all clients like they are part of our family
• Competence: To challenge oneself to deliver the utmost experience and value
• Communication: To communicate in a manner that helps give clients financial well-being
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
Masters of Chemical Engineering
Imperial College of Science and Technology
1993
1997
Masters of Business Administration
Imperial College School of Management
2000
2001
Personal Interests
Amir serves on advisory committees for the Truist Foundation, the Southern California Board for UNICEF, and his alma mater, Imperial College Business School. He also shares a passion for education with his family—they built an elementary school in Ghana in 2018—and continues to support the education of approximately 150 children in Ghana.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Estate planning
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Business management and planning
Top-notch service delivery and support for the private banking and/or wealth needs of business owners.
