Narine Mardanyan CFP®


Phone Number:

(949) 472-4550
Email Address:
nmardanyan@zukfinancial.com
Address:
22936 El Toro Road
Lake Forest, CA 92630
United States

Narine Mardanyan is a Financial Advisor with Zuk Financial Group and is located in Lake Forest, California. Narine is a Certified Financial Planner™ and an Investment Advisor Representative (IAR) and holds her FINRA Series 7 and FINRA Series 66 registration, through LPL Financial and Valley Wealth Strategies. She is also licensed with the California Department of Insurance for Life, Disability, Long-Term Care Insurance, and Variable Annuities. Before joining Zuk Financial Group, Narine worked as a Financial Advisor at Morgan Stanley and ING Financial Advisers.

As a wealth manager and a LPL Financial Advisor, Narine understands the importance of carefully listening to her clients, understanding their goals and developing a strategy that considers their values, desires and dreams. She measures success by the level of confidence her clients feel about their financial future because of the plan that she helps them implement. Narine can offer her clients a complete spectrum of investment products and programs through comprehensive and individualized financial planning.

Narine is committed to making herself readily available to her clients, their family and friends to help them make informed and intelligent investment decisions. She specializes in helping her clients build their retirement savings, generate retirement income and preserve wealth. Narine can guide clients and assist them in making prudent decisions related to investments, defined benefit pensions such as CalSTRS and CalPERS, social security and insurance needs.

Narine was born in Russia and received her Bachelor of Science degree in Electrical Engineering from the Azerbaijan Oil Academy in 1989. Seeking a better life for herself and her two children, Narine immigrated to the United States in 1995. She settled in Massachusetts and became fluent in English. She then moved to Southern California in 2009. Narine has experience working as an engineer in Azerbaijan, a teacher in Russia, and as an auditor, a social worker, and a Financial advisor here in the United States.

Narine appreciates the value of setting goals and making them happen. She is a dedicated professional who is eager to help her clients achieve the retirement lifestyle they desire.

CA insurance # 0G69595

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.