Arrash Zare

Arrash believes the financial advisor’s biggest responsibilities are client education and open and honest conversation. Working with other professionals in tax, estate, and business financial planning, he aims to help clients – not only individuals and families, but also business owners – grow, protect, and transition their assets effectively. Arrash knows that a primary part of being a financial planner is advocating for financial growth. This advocacy can only be achieved by actively listening to—and, more importantly, understanding—each client’s specific needs, then developing a personalized plan that promotes long-term success. Client service and care are the keys to client satisfaction, so he strives to build long-lasting professional and personal relationships. Drawing on certifications as a Certified Exit Planning Advisor (CEPA®), Clockwork Certified Partner™, and Profit First Professional, Arrash helps business owners build stronger, more efficient, and more profitable businesses prepared for long-term success. Arrash is an Investment Advisor Representative with Chatterton & Associates and, separately, a registered representative of, and offers securities through, Osaic Wealth, Inc., Member FINRA/SIPC.