Sasson Afshari

Wealth Manager

Sasson has been in the financial services industry since 2009. He worked at Merrill Lynch for 9 years before transitioning to LPL Financial in 2021. As an Independent Wealth Management Advisor, he focuses on offering sound financial advice and guidance to successful individuals and families. Sasson's approach to wealth management is consultative, and he is committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth goals. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, college savings, and estate planning services.

Sasson is a graduate of James Madison University in Virginia and holds a Bachelor's degree in Finance. He lives in Scottsdale, AZ with his wife where they both enjoy spending their time being active outdoors and traveling.

Amanda Aguilar

Administrative Assistant

Phone: 833-535-2516

Email: Amanda@InvestServat.com

Amanda has worked in the financial services industry for over five years in administrative and client service roles at companies including Cambridge Investment Research. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program. Amanda likes to spend time with her spouse and her 5 children. She has recently started to work out and likes to watch reality TV.

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