Building Tailored Wealth Management Solutions for Three Generations
Who We Are
For three generations, we’ve helped individuals and families make sense of their financial lives. Retirement planning, investment decisions, insurance, and other financial questions can be complex. Our role is to bring clarity to those decisions through experience, education, and thoughtful guidance.
Education has been at the heart of our practice from the beginning. Our founder, Harold Nahigian, began his career as a schoolteacher in Los Angeles, where he developed an interest in financial planning while helping fellow teachers and colleagues better understand their benefits and financial options. He had a talent for making complicated topics easier to understand.
Steven and Daniel continue that tradition today—helping clients understand their options, consider what matters most to them, and make informed financial decisions.
Wherever you are in life, we’re here to provide the knowledge, perspective, and guidance to help you plan for what comes next.
Who We Work With
We partner with Cetera Wealth Services, Cetera Financial Group, and Pershing LLC to help support our business and provide the resources we need to better serve you. We think it’s important for you to know who these partners are and why we have chosen to work with them.
Strength in Numbers
About Cetera Wealth Networks
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us supporting our business.
Our Research Partner
Through Cetera® Investment Management LLC, we have access to outstanding resources to deliver sound investment advice and insights to you. These include thought leadership on the latest detailed market information as well as investment perspectives, asset allocation strategies, and investment ideas and recommendations.
PROACTIVE
Cetera Investment Management provides our team and you with research that uses forward-looking macroeconomic assessment of the market climate. This allows us to determine which areas of the market may hold the greatest opportunity. The investment research team covers multiple areas of the economy so you have access to a broad range of research resources to fit your individual needs.
RESPONSIVE
Cetera Investment Management’s team is here as a partner, helping our team and you navigate the complexities of the market by supporting you with a structured process focused on your long-term goals. As your circumstances or the market inevitably shift and change, our team will be there to help keep you on track by adjusting your plans and investments accordingly, mitigating your risks and capitalizing on opportunities as they arise.
CONSISTENT
Cetera Investment Management uses a disciplined, regimented process to support clear long-term goals for our team and you. By evaluating a broad range of market indicators, including economic growth projections, market liquidity, volatility, political environment, secular growth cycles as well as potential investment horizon, Cetera Investment Management is able to offer consistent portfolio advice for our advisors to use with you.
Learn More About Our Team
Our Services
We are an independent financial services firm focused on providing personalized plans to our clients across a wide variety wealth management, financial planning, investment and insurance services.
Our Process
We take the time to get to know our clients so that we can provide individualized attention and customized time-based plans to help them live the life they want with confidence, joy and generosity.
Our Firm
Our firm offers a simplified approach to your finances and proven wealth management strategies. We have a long track record of success, with more than five decades of combined experience ready to serve you.