Hratch Andreassian

Background

About Hratch Andreassian

I work with high-net-worth individuals, retirees, business owners and foundations to help meet their goals. I focus on array of wealth management strategies, including investment guidance and risk management, lending and liability management, retirement income planning, asset preservation strategies, wealth transfer and tax minimization, charitable and estate planning strategies. I am deeply passionate about helping my clients pursue what's important to them. With over 17 years of experience and as a qualified Portfolio Manager, I bring a seasoned perspective to managing and simplifying the financial lives of my clients by leveraging the resources and services of one of the world's largest investment firms with a thoroughly customized approach to wealth management. I am committed to lifelong learning and staying at the forefront of the industry. In addition to my MBA degree with a concentration in finance, I have obtained three advanced professional certifications: CFP® professional, CIMA® and CPWA® from leading institutions and complete continuing professional education on an annual basis. The CERTIFIED FINANCIAL PLANNER™, CFP® certification is one of the most recognized and respected credentials in the financial services profession. Certified Investment Management Analyst®, CIMA®, is an advanced professional certification awarded by the Investments & Wealth Institute™ and taught in conjunction with The Wharton School at the University of Pennsylvania. Certified Private Wealth Advisor®, CPWA® designation is awarded by the Investments & Wealth Institute™ and taught in conjunction with The Booth School of Business at the University of Chicago. In my spare time, I enjoy spending time with my family, practicing yoga, cycling, golfing, skiing and photography. I live in Glendale, California with my wife Olga, our son Michael and daughters Sophia and Isabella.