James Naify Joins RIA AIRE Advisors as Senior Vice President, Wealth Advisor

Joins AIRE with 20 years of executive experience in entertainment and 20 years in wealth management.

BEVERLY HILLS – February 9, 2022 – AIRE Advisors, headquartered in Beverly Hills, CA, today announced that James C. Naify has joined the firm as Senior Vice President and Wealth Advisor. 

A native of California, James Naify spent almost 20 years as an executive in the entertainment industry before entering wealth management in 2001. From 1980 to 1997, Jim served in a variety of capacities at 20th Century Fox, culminating in his role as Senior Vice President and General Sales Manager of Fox-Searchlight Pictures. Following his time there, Jim spent three years as the Head Film Buyer for Century Theaters.

For more than two decades, Jim has been serving ultra-high net-worth clients and their families as a Wealth Advisor at UBS, then at Merrill Lynch. He joins AIRE Advisors with a focus on helping families with generational wealth planning and holistic wealth management.

“We are excited that James has joined AIRE Advisors to bring our clients new perspectives and practical advice,” said Co-Founder and Chief Operating Officer Partner Sharon Nassir.  “HIs knowledge in entertainment and wealth management, will serve our client base well.”

AIRE Advisors is a global wealth consultancy that offers objective and open advice to individuals, families and business owners to help them confidently realize their goals and discover new opportunities. The firm was created as a fee-based RIA structure to allow more freedom to provide clients with comprehensive advice, expansive opportunities and intergenerational wealth management.

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About AIRE Advisors

AIRE Advisors, an independent registered investment advisor based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.

Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.

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Contact:

AMIR MONSEFI, CEPA, CPFA, AWMA^®, CPWA^®
Co-Founder, CEO
888-688-AIRE

Kristina Downing Joins RIA AIRE Advisors as Senior Vice President, Wealth Advisor

Joins AIRE from Merrill with 15 Years of Industry Experience

BEVERLY HILLS – October 15, 2021 – AIRE Advisors, headquartered in Beverly Hills, CA, today announced that Kristina Downing has joined the firm as Senior Vice President and Wealth Advisor. 

Downing has more than 15 years of industry experience. Most recently she was an advisor focused on relationship management at a top-producing Merrill Lynch team in the Manhattan Beach office, where she also led lending initiatives. She also worked at JP Morgan in lending and began her financial services career in 2005 as a Registered Client Service Associate at UBS Financial Services, Inc.

“We are excited that Kristina has joined AIRE Advisors to bring our clients new perspectives and practical advice,” said Co-Founder and Chief Operating Officer Partner Sharon Nassir.  “Her dynamism and energy are contagious, and her scope of knowledge, ranging from lending to wealth planning, will serve our diverse client base well in helping to establish solid financial foundations for the future.”

AIRE Advisors is a global wealth consultancy that offers objective and open advice to individuals, families and business owners to help them confidently realize their goals and discover new opportunities. The firm was created as a fee-based RIA structure to allow more freedom to provide clients with comprehensive advice, expansive opportunities and intergenerational wealth management.

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About AIRE Advisors

AIRE Advisors, an independent registered investment advisor based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.

Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.

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Contact:

AMIR MONSEFI, CEPA, CPFA, AWMA^®, CPWA^®
Co-Founder, CEO
888-688-AIRE

Industry Veteran Philip Fessler Joins RIA AIRE Advisors as Partner, Wealth Advisor

Joins AIRE from Wells Fargo Advisors With 27 Years of Industry Experience

BEVERLY HILLS – May 28th, 2021 – AIRE Advisors, headquartered in Beverly Hills, CA, today announced that industry veteran Philip Fessler has joined the firm as a Partner and Wealth Advisor. 

Most recently serving as Senior Financial Advisor at Wells Fargo Advisors for the past 8 years, Fessler brings 27 years of industry experience to AIRE Advisors, where he has signed on as a Partner and will continue to advise both individual and business clients.

Cofounded by industry veterans Amir Monsefi and Sharon Nassir, AIRE Advisors is a global wealth consultancy that offers objective and open advice to individuals, families and business owners to help them confidently realize their goals and discover new opportunities.  The firm was created as a fee-based RIA structure to allow more freedom to provide clients with comprehensive advice, expansive opportunities and intergenerational wealth management.

“We are very excited to have Phil bring his years of experience to our company,” said Co-Founder and Senior Partner Sharon Nassir.  “He is an exceptional advisor and positive presence who will add significantly to our culture and our service offerings.”

“While we are excited to grow our firm and spread our message, the single most important criteria for us is to bring on only the most ethical and client-centric people to our firm.  With Phil, we are fortunate to have that and more.  He will be a great presence and addition to our firm, and we are very pleased to announce this news.”

AIRE Advisors has formed strategic relationships with some of the leading providers in the industry, including Fidelity InstitutionalSM, which acts as the primary custodian for the firm’s clients’ investment assets.

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About AIRE Advisors

AIRE Advisors, an independent registered investment advisor based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.

Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.

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Contact:

AMIR MONSEFI, CEPA, CPFA, AWMA^®, CPWA^®
Co-Founder, CEO
888-688-AIRE

Balfoure Brenes Joins RIA AIRE Advisors as Vice President, Wealth Advisor

BEVERLY HILLS – April 30, 2021 – AIRE Advisors, headquartered in Beverly Hills, CA, today announced that Balfoure Brenes has joined the firm as Vice President and Wealth Advisor. 

An industry veteran, Brenes has been working in the financial services field for over 30 years. He was most recently a Senior Financial Advisor at Merrill Lynch in Beverly Hills. In his role as Vice President and Wealth Advisor at AIRE, he will offer advice and guidance to entrepreneurs, families and individuals seeking strategies to solve complex wealth management challenges.

“We are excited to welcome Balfoure to the AIRE team, and look forward to working with him to help change the futures of our clients and their families,” said Co-Founder and Chief Operating Officer Sharon Nassir. “Balfoure is highly passionate about creating a financial life journey for his clients, and goes beyond the numbers to help build authentic and personal relationships. He works side-by-side to support them in achieving the security and dreams they hold for themselves, their children and future generations of their family.”

Co-founded by industry veterans Amir Monsefi and Sharon Nassir, AIRE Advisors is a global wealth consultancy that offers objective and open advice to individuals, families and business owners to help them confidently realize their goals and discover new opportunities. The firm was created as a fee-based RIA structure to allow more freedom to provide clients with comprehensive advice, expansive opportunities and intergenerational wealth management.

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About AIRE Advisors

AIRE Advisors, an independent registered investment advisor based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.

Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.

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Contact:

AMIR MONSEFI, CEPA, CPFA, AWMA^®, CPWA^®
Co-Founder, CEO
888-688-AIRE

Making an Impact Takes Commitment

LOS ANGELES BUSINESS JOURNAL, NOVEMBER 30, 2020

Fidelity Investments is pleased to congratulate Amir Monsefi and Sharon Nassir on the launch of AIRE Advisors, LLC. We wish them continued success in helping their clients achieve personal and financial well-being.