Understanding Each Client as an Investor & as a Person.
Anush Haddadian is a graduate of California State University at Northridge, with a Bachelors Degree in Finance, and is a dedicated investment advisor with more than 22 years of experience. During her career, she has focused on personally serving a select clientele in mapping out customized strategies for meeting their financial objectives.
Office: 818-696-8108 Cell: 818-613-1858 Email: anush@gwmanage.com
Wealth Advisor
Anush is a licensed professional in the areas of capital preservation, lifetime income and estate planning, catering to the individual needs of each client for growing, preserving and sustaining wealth.
As an independent advisor, she has the freedom to devote time for each client in a collaborative partnership. Her professional specialty is serving high net-worth individuals in managing their extensive, often complex portfolios, coordinating the details to meet current and future needs. This holistic approach to service sees every financial issue as important, and is taken into consideration when advising her clients to help them make informed decisions about money.
Her personal philosophy is to know prospective clients on a personal level, understanding what they value as investors, and as people. She is a great believer in the empowerment of financial education, and frequently conducts workshops for clients on advanced planning strategies such as Income for Life, Estate Planning, Social Security, Trusts, Life Insurance and Tax Savings Strategies.
Anush resides in Encino, CA, with her husband, who is a Certified Public Accountant (CPA), and two beautiful children. She has a genuine passion for helping her clients succeed, and on the personal side of life, enjoys swimming, learning about other cultures and traveling the world.
Independent Financial Partners, (IFP), is a broker-dealer and registered investment advisor supporting a nationwide network of financial firms. Through their support, I have complete access to the advanced technological, financial and legal resources needed to grow, preserve and sustain wealth for my clients.
Chief Executive Officer, Independent Financial Partners
Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 advisors operating on the hybrid RIA platform within what was formerly known as Mutual Services Corporation (a broker-dealer later to be acquired by LPL). Wanting to expand this group, he decided to build a firm that he as an advisor would want to join…a firm of advisors built by an advisor. Growing from 10 advisors in 2000 to now over 200 nationwide, IFP is on the cutting edge of the hybrid RIA industry and has served as a preferred platform for financial advisors seeking the path of independence.
Mr. Hamm is an employee of Independent Financial Partners and not alliliated with Great Wealth Management.
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Chief Operating Officer, Independent Financial Partners
Chris started in the wealth management industry in 2010 as a Private Client Associate at Bernstein Global Wealth Management in New York City. In 2012, transitioned to IFP to oversee the growth of the firm’s staff, infrastructure, and advisor network.
Mr. Hamm is an employee of Independent Financial Partners and not alliliated with Great Wealth Management.
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Director, IFP Institutional Services
Dan Overbey oversees IFP’s wealth advisory offering within banks and credit unions along with the growth and development of IFP’s various institutional programs.
Mr. Overbey is an employee of Independent Financial Partners and not alliliated with Great Wealth Management.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.