Zara Guivi is an investment advisor with over 27 years of experience in the financial services industry. She began her wealth management career in 1979 at Crowell, Weedon & Company. She then transitioned to the banking industry in 2004 where she served as a Vice President at Bank of America, then California National Bank which was later acquired by US Bank. In 2010, she decided personal wealth management was her true passion returning to the industry as a financial advisor with Oppenheimer & Company. Ultimately, she desired a higher level of personal service and independence for her clients which led her to affiliate with Perennial Financial Services, LLC and LPL Financial the largest independent Broker Dealer in the nation.

Her investment philosophy is rooted in principles essential for successfully evaluating fundamental value and risk, which she believes is the key to investment success.

Zara attended Woodbury University and the University of Southern California. She majored in Business Management and Marketing.

Zara holds the General Securities Representative License (Series 7) and the Uniform Combined State Law Examination (Series 66) with LPL Financial. She is also licensed as an agent for Life & Health Insurance in the State of California.

At present, she is serving her sixth term as board member of the Pacific Palisades Chamber of Commerce. She has been named a member of the board of directors of Partners for Potential Inc. and is also a member of The Optimist Club, Pacific Palisades Women’s Club, Meals on Wheels, the Midnight Mission and Westside Family Health Clinique.

Zara lives in Malibu with her husband of 32 years and two daughters.
As reported by Financial Planning magazine, June 1996-2014, based on total revenue.