Shayan Peerwani

Background

About Shayan Peerwani

As an Associate at Schwab Wealth Advisory, a division of Charles Schwab, I provide high-quality service to clients with assets over $1 million to $5 million. I help them achieve their financial goals through customized investment strategies that align with their retirement planning, estate planning, active trading, and tax optimization needs. I also act as a liaison between clients and wealth advisors, facilitating trades, managing money movement, and handling general service requests. I develop 25 investment strategies daily, uncover crucial elements for successful goal-oriented investing, and keep all relevant parties within the practice informed of any pressing requests or significant changes. With over eight years of experience in the financial services industry, I have developed skills in banking, investment management, sales, communication, and financial analysis. I hold a Bachelor of Science in Accounting from The University of Texas at Dallas, and I am licensed in Series 7, 66, and General Lines-Life, Accident and Health. I am passionate about providing exceptional customer service, building long-term relationships, and staying updated on the latest market trends and opportunities.