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Amir Mossanen

Amir Mossanen
Wealth Advisor Truist Bank

9777 Wilshire Blvd

Suite 700,

Beverly Hills, CA 90212-1824

Amir.Mossanen@Truist.com

Phone 310-201-9911

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About me

Background

Amir Mossanen is a Wealth Advisor and Managing Director for Truist Bank. Amir and his team focus on helping to maximize the enjoyment, fulfillment, and meaning in their clients’ lives by delivering prudent investment management, planning, and custom credit solutions.

Our team consists of an investment manager, a planner with 15 years of experience in estate planning, an investment analyst, and two caring and attentive client service associates. Amir has been recognized by Forbes as one of America’s Top Advisors* and featured in a print article in the same that recognized his innovative work on family education and empowerment.
 
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

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

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Top 250 Advisor in USA*
Forbes 2020
Best in State Advisor*
Forbes 2020
Best in State Advisor*
Forbes 2019
Best in State Advisor*
Forbes 2021
Top 250 Advisor in USA*
Forbes 2021
Best in State Advisor*
Forbes 2022
Top 250 Advisor in USA*
Forbes 2022
Best in State Advisor*
Forbes 2023
Top 250 Advisor in USA*
Forbes 2023
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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About Our Process

Show Transcript Hide Transcript
My name is Amir Mossanen, and I'm a wealth advisor and the Los Angeles market president for Truist Wealth. I have the honor of having been named as one of America's top wealth advisors by Forbes for several years and strive to be better every day. My practice focuses on working with entrepreneurs who anticipate having a business transition in the future and families who consider real estate a legacy asset. I've witnessed firsthand how what we do provides much more than just financial benefit. But it gives us the opportunities for self-expression and provides meaning to our lives. That's why my practice is built around maximizing the enjoyment, fulfillment, and meaning in my clients' lives as opposed to merely their net worth. Our team lives by three core tenants-- to care for our clients like we care for our very best friends, to exhibit the highest levels of competence in what we do, and to communicate in a manner that gives our clients confidence with which to live the best lives possible. This is more than a job for me. Caring for my clients is my calling and ultimately will be my legacy. I deeply appreciate the partnership that I have formed with my clients over the years such that we've become extensions of one another's family.

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