JACK MAVYAN

Jack Mavyan is a seasoned industry leader with nearly 20 years of experience in financial services, specializing as a Certified Exit Planning Advisor (CEPA) and Wealth Management Advisor. His extensive senior leadership background includes guiding teams and managing wealth for closely held entities, such as attorneys, doctors, and other high-net-worth professionals. Jack's expertise allows him to deliver tailored financial strategies that address the complex needs of his clients.

Starting his career in banking at 16, Jack transitioned to financial advising during college, excelling in wealth management, leadership, and business development. In his leadership roles, Jack has successfully led teams while providing high-level advisory services, helping clients achieve financial security and meet long-term goals.

Witnessing the 2008 financial crisis, where many friends and family members, including his mother, lost financial stability, deepened Jack's commitment to offering trusted, comprehensive financial guidance. This experience shaped his mission to help clients protect and grow their wealth.

Jack holds a bachelor's degree in Finance, Real Estate, and Business Law from California State Polytechnic University, Pomona. His education, combined with years of industry experience, enables him to offer a holistic approach to financial planning. As a Certified Exit Planning Advisor, Jack specializes in crafting exit strategies, business valuations, and succession plans for closely held businesses, ensuring seamless transitions and maximizing value.

In addition to his professional achievements, Jack has been actively involved in athletics, particularly basketball, throughout his life. Recently, he has embraced yoga to maintain balance in both body and mind. Jack also values spending quality time with his family and is passionate about contributing to his community through civic service, including his role on the Audit Committee.

Jack holds multiple FINRA licenses, including Series 24, 7, 65, 63, and 6, and continues to serve clients across the Los Angeles area, leveraging his leadership expertise to help them achieve their financial goals and long-term stability.

Jack Mavyan is a seasoned industry leader with nearly 20 years of experience in financial services, specializing as a Certified Exit Planning Advisor (CEPA) and Wealth Management Advisor. His extensive senior leadership background includes guiding teams and managing wealth for closely held entities, such as attorneys, doctors, and other high-net-worth professionals. Jack's expertise allows him to deliver tailored financial strategies that address the complex needs of his clients.

Starting his career in banking at 16, Jack transitioned to financial advising during college, excelling in wealth management, leadership, and business development. In his leadership roles, Jack has successfully led teams while providing high-level advisory services, helping clients achieve financial security and meet long-term goals.

Witnessing the 2008 financial crisis, where many friends and family members, including his mother, lost financial stability, deepened Jack's commitment to offering trusted, comprehensive financial guidance. This experience shaped his mission to help clients protect and grow their wealth.

Jack holds a bachelor's degree in Finance, Real Estate, and Business Law from California State Polytechnic University, Pomona. His education, combined with years of industry experience, enables him to offer a holistic approach to financial planning. As a Certified Exit Planning Advisor, Jack specializes in crafting exit strategies, business valuations, and succession plans for closely held businesses, ensuring seamless transitions and maximizing value.

In addition to his professional achievements, Jack has been actively involved in athletics, particularly basketball, throughout his life. Recently, he has embraced yoga to maintain balance in both body and mind. Jack also values spending quality time with his family and is passionate about contributing to his community through civic service, including his role on the Audit Committee.

Jack holds multiple FINRA licenses, including Series 24, 7, 65, 63, and 6, and continues to serve clients across the Los Angeles area, leveraging his leadership expertise to help them achieve their financial goals and long-term stability.