UBS - UBS Hires Financial Advisor Shahan Avakian in Walnut Creek

UBS Wealth Management US has recently announced the hiring of seasoned Financial Advisor Shahan Avakian, who will operate out of the UBS Walnut Creek office alongside Client Service Associate Jennifer Argento-Khashabi. Shahan specializes in managing investments for non-profit organizations and homeowners’ associations, in addition to offering traditional retirement planning services for individuals, families, and business owners. Market Director Joshua Breeden expressed enthusiasm about the new additions, highlighting that Avakian and Argento-Khashabi's extensive experience and dedication will enhance UBS's client offerings and strengthen relationships in this vital market.

Shahan Avakian brings 25 years of financial advisory experience to UBS, having previously served at Morgan Stanley. His career is marked by a commitment to delivering comprehensive wealth management strategies designed to help clients meet their financial goals. Notably, Avakian has successfully guided clients through three economic recessions, a testament to his disciplined approach and well-informed decision-making process. He graduated with a Bachelor of Science degree in Business Administration-Finance from California State University Hayward, equipping him with a solid foundation for his financial advisory practice.

UBS, headquartered in Zurich, Switzerland, is not only a leading global wealth manager but also a prominent universal bank in Switzerland. As of the fourth quarter of 2024, the firm manages an impressive $6.1 trillion in invested assets, providing personalized advice and solutions to help clients achieve their financial aspirations. The addition of Avakian and Argento-Khashabi signifies UBS’s commitment to expanding its team of experienced professionals and enhancing client service. For more information, visit UBS's official website.

The recent hiring of Shahan Avakian as a Financial Advisor at UBS Wealth Management US presents significant implications for both the firm and the clients they serve in Walnut Creek. With 25 years of sophisticated experience, especially in guiding clients through market volatility, Avakian enhances UBS's offering to high-net-worth individuals and institutions, including non-profit organizations and homeowners’ associations.

From a market perspective, Avakian’s extensive background at Morgan Stanley and expertise in investment management could signal UBS's commitment to deepening its foothold in the competitive Walnut Creek market. The presence of Avakian and Client Service Associate Jennifer Argento-Khashabi, alongside Market Director Joshua Breeden, creates a strong team that is likely to resonate well within a clientele that values personalized and responsive financial management.

Investors should view this development positively, as it not only reinforces UBS's commitment to providing tailored wealth management solutions but also highlights the increasing importance of dedicated financial planning amid economic uncertainties. Avakian's track record of success through various market cycles points to his strategic acumen and disciplined approach, which is essential for clients seeking reliable guidance in fluctuating markets.

Moreover, UBS's ambitious resources and global reach, combined with Avakian’s local expertise and commitment to client service, suggest potential growth in asset management and investment strategies tailored to meet specific client needs. For current and prospective clients, this development could enhance the wealth management experience, encouraging them to reevaluate their asset allocation strategies or consider engaging with UBS for financial stewardship.

In conclusion, Shahan Avakian's arrival at UBS is a strategic move that underscores the firm’s dedication to solidifying client relationships through seasoned leadership and personalized advice, positioning UBS favorably in the evolving landscape of wealth management.