MILAD JAVAHERIAN

Financial Advisor

Address: 2001 N MAIN ST, STE 410 , WALNUT CREEK , CA 94596
Call: 925-648-6206  |  866-281-7436    Fax: 925-296-3680
Email: milad.javaherian@wellsfargo.com Compose mail in a new window

My Background

With over a decade of experience in financial services, I help clients navigate their financial goals through customized, long-term investment strategies. My background in engineering allows me o simplify complex systems and structures into clear, actionable plans. Just as importantly, my passion for teaching- shaped by years of mentoring siblings and students- helps me communicate these plans effectively and build lasting trust with clients.<br/><br/>I began my career as a banker with Wells Fargo Bank, later joining Morgan Stanley in 2017 for nearly eight years. Today, I continue my practice with Wells Fargo Advisors in Danville. I hold a bachelor?s in electrical engineering and a master?s in international business economics from Oxford Brookes University. <br/><br/>My investment philosophy centers on ongoing, collaborative planning. Life circumstances evolve- and so should our financial strategies. I work closely with clients over time to ensure their portfolios stay aligned with their goals, risk tolerance, and changing needs.<br/><br/>Outside of work, I?m an avid traveler and cinephile who thrives on discovering new cultures and stories. I enjoy reading, swimming, hiking, snowboarding, and spending time in nature- pursuits that keep me grounded, energized, and always curious.

Securities Registered in the following states: CA, TN, TX
Insurance licensed in the following states: CA (Lic. # 0J19949)
MILAD JAVAHERIAN: Financial Advisor: Wells Fargo Clearing Services, LLC