Azita is a Financial Advisor based in Morgan Stanley’s Newport Beach office. She has worked in the financial services industry since 1990 and has an unwavering commitment to building lasting relationships with her clients. She leads with trust, integrity, transparency and a dedication to providing a high quality client experience. Azita leverages Morgan Stanley’s resources to provide practical solutions and strategies to help clients achieve their goals.
Azita works with individuals and families to align their lifestyles and values with their financial goals. She believes that a comprehensive financial planning process is critical for wealth management. She has an affinity for working with business owners as she grew up watching her mother launch and run her own business. Azita works with business owners to develop investment plans to grow their businesses and provide for their family’s future. She’s astute at helping clients find solutions, manage cash flow as well as leveraging additional services that benefit business owners.
Azita earned a B.A. in Business Administration from National University. She also completed the Executive Certificate in Financial Planning from Pepperdine University. In addition, she earned the Financial Planning Specialist designation from Kaplan Financial.
Securities Agent: TX, CA, WA, OR, NY, NM, MT, MO, MI, LA, IN, IL, HI, GA, FL, AZ;
General Securities Representative; Investment Advisor Representative
CA Insurance License #: 0E72599