With Oliria Financial, led by fiduciary advisor Zareh Shahinian, Pasadena residents looking for a trusted financial advisor, can build long-term wealth, plan for retirement, and make smart financial decisions.

Whatever your life stage, whether you're a young professional, a family, a business owner, or about to retire, we'll give you the financial clarity you need.

Your Local Pasadena Financial Advisor

Oliria Financial delivers personalized, fee-only financial planning and investment management for individuals and families in Pasadena, South Pasadena, Altadena, La Cañada, and nearby areas.

We uphold these principles in financial advice:

• Data-driven, yet human-first
• 360° Financial Planning that considers every aspect of your financial life
• Accessible, with no hidden fees or fine print

Services We Offer in Pasadena, CA

At Oliria Financial, we understand that no two clients are alike, especially when it comes to navigating personal and business finances in the city of Angeles. Whether you are a Pasadena-based entrepreneur planning an exit strategy, a medical professional juggling student loans and retirement goals, or a family seeking to build generational wealth, we have services designed to meet your evolving needs. 

Comprehensive Financial Planning

Whether you're starting a family, buying a home, or growing your business, we create comprehensive, evolving financial plans tailored to your needs.

• Retirement & income planning
• Insurance & risk management
• Budgeting, cash flow, and debt strategy
• Legacy & estate coordination

Investment Management

We design and manage investment portfolios that reflect your risk tolerance, values, and long-term objectives.

• Diversified portfolios
• Tax-efficient strategies
• Rebalancing and performance reviews
• Custom strategies for business liquidity events

Planning for Medical Professionals

We provide tailored guidance to physicians, dentists, and healthcare practitioners on:

• Managing student loans
• Disability & income protection
• Accelerated retirement strategies
• Navigating practice buy-ins or partnerships

Business Owner & Entrepreneur Planning

It is impossible to separate your personal finances from your professional finances as a business owner. Our goal is to help you structure your organization so that it can grow, remain protected, and eventually transition.

• Entity structure analysis
• SEP IRA / Solo 401(k) / Defined Benefit Plan setup
• Business succession & exit planning
• Tax-efficient owner compensation
• Buy-sell agreements & key person strategies

Private Wealth & Executive Services

Managing complex portfolios or generational assets requires high-touch financial leadership.

• Multi-generational wealth planning
• Trust & estate collaboration
• Philanthropic & legacy giving strategies
• Executive compensation & equity planning

Zareh Shahinian, Founder of Oliria Financial in Pasadena, CA

Zareh Shahinian, CFP®, APMA®
Founder, Oliria Financial

Known for his calm approach and sharp financial insight, Zareh is a fiduciary advisor based in Pasadena who only serves a limited number of clients to ensure a deep level of attention and a lasting relationship.

• Located in Pasadena, CA
• Over a decade of advisory experience
• Fully independent & tailored individually

 Why Choose Oliria Financial For Your Financial Planning?

Choosing Oliria Financial means partnering with a firm that prioritizes clarity, trust, and personalized guidance. We're here to give insight, not sell products. We take a 360° approach to financial planning with integrating investments, taxes, business goals, and life milestones into one cohesive strategy. Our boutique structure allows us to serve a limited number of clients with dedicated attention, ensuring every plan is built with care and precision. With Oliria Financial, you can manage complex wealth or build a solid financial foundation. 

Schedule Your Free Financial Strategy Session

While Oliria Financial serves clients across the United States through secure virtual meetings, our focus is right in the heart of Los Angeles residents. Located in Pasadena, we are committed to helping individuals, families, and businesses throughout Los Angeles with their financial planning. Regardless of where you live, we provide highly customized, locally relevant advice based on our deep understanding of California's financial landscape and tax environment.

📞 Call: (626) 755-2144
🗓️ [Book a Complimentary 30-Minute Consultation]

Address: 150 S Los Robles Ave, Suite 750, Pasadena, CA  91101