Broker Check

About Us

Flexible Financial Planning to Meet Your Evolving Needs

At Oliria Financial, we guide you through the process of discovering opportunities that will give you the flexibility to pursue the life you want. We create strategies designed to make your money work harder and specialize in insights-driven, creative portfolio solutions that evolve with your life. Whether navigating a new chapter or planning for the next generation, we’re here to help you build plans that grow and adapt with you.

Building Wealth From a Young Age

Zareh Shahinian’s passion for finance began early, driven by a fascination with wealth-building and personal finance. His interest deepened when, at a young age, he attended a meeting with his parents’ financial advisor and was captivated by the process. After joining Ameriprise at a young age and growing within the organization to earn his CFP® and APMA credentials, he realized his growth was limited within their structure, prompting him to start his independent practice. Today, Zareh combines his extensive knowledge, industry insights, passion, and commitment to help clients achieve their financial goals. His journey is a testament to his dedication to both personal and professional growth which translates to helping clients navigate their financial futures.


Flexible Scheduling to Fit Your Life

Flexible Scheduling to Fit Your Life

We understand medical professionals have demanding schedules, which can make it difficult to carve out time for financial planning. We offer flexible scheduling to help you plan for your financial future without interrupting the critical work you do each day. We'll integrate planning seamlessly into your life so you can confidently pursue your goals without losing focus on your vital work providing care in the community.

Seize Opportunities with a Strategy

Seize Opportunities with a Strategy

We focus on leveraging strategic financial opportunities that help your money work harder. Our insights-driven approach uncovers hidden possibilities within your assets. From analyzing market fluctuations to adjusting strategies as your needs evolve, we’re committed to positioning your wealth to last through life’s transitions, so you can feel confident and prepared for every chapter.

Guided by Values, Focused on Your Future

Our core values drive everything we do. Each principle is designed to ensure that we’re not only protecting your assets but also helping you uncover new opportunities, align with your goals, and adapt as life changes.

Driven By 
Insights

We uncover hidden opportunities and create strategies based on understanding your unique situation. Part of making your assets last is knowing how to help you capitalize on existing assets.

Strategies For Your Goals

We spend time listening to you so we can truly discover who you are. Understanding you and your short and long term goals is key to crafting the most efficient path to help you get to where you want to go.

Consistently Engage

Expect regular communication and opportunities to touch base with us. Consistency gives us the knowledge to build strategies that evolve with your changing needs and market conditions.

Seize Market Opportunities

We curate portfolios that capitalize on market fluctuations while providing insulation against downturns. This core-satellite approach keeps you properly diversified and positioned for long-term success.

A CFP® Professional to Guide Your Goals

A CFP® Professional to Guide Your Goals

We use our industry experience to help you achieve your goals. Our CFP® certification ensures that our advice is tailored to your needs and held to the highest standards of ethical and fiduciary responsibility. Combined with our insightful knowledge of market trends, this certification empowers us to build resilient strategies that protect your wealth and uncover opportunities in any market condition.

Uncover Your Financial Opportunities

Connect with us today to explore how our insights-driven approach can help you seize opportunities that align with your goals and empower your financial future.

Get in Touch Today

Working Together With

Unlocking Possiblities Beyond Wealth

Unlocking Possiblities Beyond Wealth

Sovran Advisors enables experienced financial advisors with comprehensive tools, technologies, and knowledge needed to guide clients toward freedom beyond wealth.

Who We Serve

We work with individuals, families, and business owners to develop strategic, insight-driven financial plans that help them confidently reach their goals.

Explore Client Types

Our Approach

We create insightful, creative financial solutions and provide clear, consistent communication to help you maximize your assets and navigate transitions.

Discover Our Approach

Contact Us

Plan an adaptable financial future with confidence. Contact us today to discover how we can help you uncover your financial opportunities.

Schedule a Consultation