Amir Mossanen

Amir Mossanen
Managing Director Wealth Advisor Truist Bank

9777 Wilshire Blvd

Suite 700,

Beverly Hills, CA 90212-1824

Amir.Mossanen@Truist.com

Phone 310-201-9911

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About me

Background

Amir leads a team under the principal that great things don’t just happen – they are built on hard work, commitment, and challenging yourself to do better. They fulfill this ethos in their work with entrepreneurs who are anticipating or have experienced a liquidity event. Their successes are built on this same principle, and they view it as their responsibility to embody it in their work. 

He challenges the team to go beyond the surface and explore the complex topics and details that matter to clients, their families and their businesses. Similarly, they have found that when clients go deeper and share their aspirations and concerns, they may be able to unearth great outcomes together.

Their experiences shape relationships with money, they create assumptions, patterns and, at times, unrealistic expectations. Amir’s role as an advisor is to help uncover your definition of success, and provide guidance with implementing a plan to make it work for you. Partnering with a team that brings knowledge in investments, credit, estate planning, business transition planning, and family governance and education, they identify ways to help produce positive opportunities, and help provide you comfort for today, and tomorrow. 

Their team embraces three tenets in their practice:
• Care: To care for all clients like they are part of our family
• Competence: To challenge oneself to deliver the utmost experience and value
• Communication: To communicate in a manner that helps give clients financial well-being

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Masters of Chemical Engineering
Imperial College of Science and Technology 1993 1997
Masters of Business Administration
Imperial College School of Management 2000 2001

Personal Interests

Amir serves on advisory committees for the Truist Foundation, the Southern California Board for UNICEF, and his alma mater, Imperial College Business School. He also shares a passion for education with his family—they built an elementary school in Ghana in 2018—and continues to support the education of approximately 150 children in Ghana.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking needs of business-owners

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About Our Process

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My name is Amir Mossanen, and I'm a wealth advisor and the Los Angeles market president for Truist Wealth. I have the honor of having been named as one of America's top wealth advisors by Forbes for several years and strive to be better every day. My practice focuses on working with entrepreneurs who anticipate having a business transition in the future and families who consider real estate a legacy asset. I've witnessed firsthand how what we do provides much more than just financial benefit. But it gives us the opportunities for self-expression and provides meaning to our lives. That's why my practice is built around maximizing the enjoyment, fulfillment, and meaning in my clients' lives as opposed to merely their net worth. Our team lives by three core tenants-- to care for our clients like we care for our very best friends, to exhibit the highest levels of competence in what we do, and to communicate in a manner that gives our clients confidence with which to live the best lives possible. This is more than a job for me. Caring for my clients is my calling and ultimately will be my legacy. I deeply appreciate the partnership that I have formed with my clients over the years such that we've become extensions of one another's family.

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