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Specialties
Shaan is a Wealth Manager at LourdMurray in Westwood and in his 9+ years with the practice, works exclusively with entertainers, musicians, athletes, and multi-generational families.
Shaan & his team of credentialed practitioners tailor financial solutions to complement their business management, tax & estate teams. Shaan supports dozens of growth and legacy family entities as a fee-only advisor and delivers financial planning and investment management disciplines that include tax, retirement, estate, insurance, education, and charitable gifting.
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Always free for clients.
ChFC
Chartered Designations
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