Sarah Pais

Director of Operations at My 360 Wealth Management Group

Sarah Pais's Professional Contact Details

Email (Verified)

****

Get Email Address

(972) 421-1360

Location

Dallas, Texas, US

Company

My 360 Wealth Management Group

Person Seniority

director

Person Functions

operations

Sarah Pais's Current Company Details

My 360 Wealth Management Group

Glendale, California, US • 2 Employees

finance

Financial planning and wealth management services originally began as a profession which guided the financial and administrative concerns of entrepreneurs and affluent families, thus freeing their time to focus on career, family and leisure. Traditionally, the financial planner was an individual who was expected to be an expert in many diverse disciplines: wealth management, income and estate tax planning, insurance and business services. The financial planner was required to spread his or her knowledge and experience across this wide spectrum of financial services. With a combined experience of twenty years between the partners, My 360Â° Wealth Management Group, a Los Angeles branch of LPL FInancial, has maintained the essence of this relationship between the trusted advisor and the client, but has broadened the concept into a management team. Through the active leadership and vision of the firm's Principal, Pierre M. Movsessian, MBA, CFPÂ®, AIFÂ® the company today is a full service wealth management firm, employing specialized professionals in all financial areas, who together with the client's accountant, attorney and other outside professionals, plan and manage the client's financial and business affairs. This specialization is the key to the level of service that the company provides. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

Founded Year

1998

Organization Website

my360wealth.com

Organization Languages

English

Current Technologies

amazon aws

kaltura

asp net

google analytics

microsoft-iis