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Ali Kavianian
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Consumer Services
Finance
Profile
Mr. Ali Kavianian is Wealth Manager at Creative Planning, Inc.
Prior to joining Creative Planning, Mr. Kavianian was employed as an Investment Consultant and a Relationship Manager by a major national financial company.
He received his BS in Business from Portland State University.
He is also a Certified Financial Planner.
Former positions of Ali Kavianian
| Companies | Position | End |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Portfolio Manager-Equities | 2015-04-30 |
Training of Ali Kavianian
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Portland State University
 Portland State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
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