Armen Guleserian,CFP®

Investment Executive



Phone: (818) 633-8100




Malcolm Gladwell states in "The Outliers" that it takes 10,000 hours to become an expert in your field. Firstly, I cannot say I am an expert but I can say that I have roughly 40,000 hours navigating bull and bear markets, helping my clients pursue their financial goals. Secondly, with 20+ years of experience helping 100's of clients I have considerable experience and insights. While this may be your first time planning your investments and retirement, I hope you can feel comfortable in knowing it isn't my first time.

One of my hobbies is SCUBA diving. I am a PADI Certified "Advanced Open Water Diver". I always dive with a certified Dive Master. The role of a Dive Master is to assess the hazards of a dive site and brief divers on the layout, points of interest and things to be aware of.

I like to think of my role as an Investment Executive as being similar to that of a Dive Master. I help my clients develop a financial plan and road map to help them pursue what they want to achieve financially while working to manage market and other risks along the way. There are no guarantees when it comes to investing, but having a plan can make a difference in the journey.

  1. My firm has no affiliation to Malcolm Gladwell
  2. 40,000 hours is based on 8 hours per day, 5 days per week, 50 weeks per year for 20 years.