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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 4pm

AIRE Advisors

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from AIRE Advisors, Financial service, 9350 Wilshire Boulevard, Suite 200, Beverly Hills, CA.

As an independent wealth advisory firm based in Beverly Hills and NYC, we provide independent and holistic advice, with tailored investment solutions, relevant education, and global resources to support and inspire you to create and expand your legacy. 🩵

10/19/2026

AIRE Advisors associates Lily and Maryam had the opportunity to attend the Fidelity RIA Operations Summit, gaining valuable insights into Fidelity’s latest enhancements and connecting with like-minded industry professionals.

Through continued learning, collaboration, and innovation, we remain committed to strengthening our partnerships and enhancing the services and solutions we provide to our clients.

09/24/2026

This week in San Francisco, AIRE Advisors CEO Amir Monsefi joined the “Voice of the Advisor”panel at iCapital Engage for a thoughtful discussion on the role of alternative investments in portfolio construction.

Moderated by Nathan Mazzapica of iCapital, Amir joined Robert Frusina of Avidor Wealth Management and Chris Green of Private Wealth Partners to share perspectives on thoughtfully incorporating alternative investments as part of a well-diversified portfolio.

Amir also highlighted the importance of maintaining a long-term investment perspective, focusing on disciplined portfolio construction aligned with each client’s objectives, risk profile, and investment horizon rather than attempting to time the markets.

We’re grateful to iCapital for the opportunity to participate in this week’s event and to engage with fellow advisors and industry leaders in such a valuable exchange of ideas. 🩵

LongTermInvesting PrivateWealth

09/16/2026

At AIRE Advisors, we look at equity compensation as part of the entire financial picture, including tax brackets, option types, vesting schedules, capital gains, cash flow, portfolio diversification and long-term goals. 🩵

The objective isn’t simply to minimize taxes.
It’s to maximize after-tax wealth while reducing the risk that too much of your financial future depends on one company.

WealthManagement

09/13/2026

Happy Rosh Hashanah and Shana Tova from AIRE 🩵

09/09/2026

This past week, the AIRE Team celebrated our 3rd Quarterly Event of 2026 at Universal Studios! A day filled with laughter, team bonding, and new memories. 🩵

09/03/2026

The biggest mistake we see is treating the business transition as a transaction rather than a wealth-planning event.

At AIRE Advisors, we work with business owners and their tax and legal advisors to coordinate the investment, tax and estate planning decisions before the transaction takes place.

Once the sale is signed, many of the most valuable planning opportunities may already be gone.
Your exit strategy should be designed around what you get to keep, not just what you sell for. 🩵

AIREAdvisors

08/26/2026

Entrepreneurs spend years building the business, but eventually, the question becomes:

How do I turn the value I’ve created into lasting personal wealth? The earlier those two strategies are connected, the more thoughtfully you can plan for what comes next.

For business owners, this is often where the most important conversations begin. 🩵

08/19/2026

The bigger your financial picture becomes, the more important it is to connect the pieces. At AIRE, we believe investment decisions should begin with your goals, not the other way around. What is your wealth ultimately designed to accomplish? Sometimes, that’s the most important financial question to ask.

If it’s a question you’ve been thinking about, we’d be happy to continue the conversation. 🩵

08/06/2026

The AIRE Team is honored to congratulate Maryam Khoshreza on this impressive recognition! 🩵

06/12/2026

A great night at Cosm celebrating our quarterly event and cheering on the Knicks! So fun to share such a memorable win and NBA moment with our team! 🩵🏀

Address

9350 Wilshire Boulevard, Suite 200
Beverly Hills, CA
90212

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Telephone

+13102772473

Website

http://www.aireadvisors.com/, https://yelp.to/-eEbFFxAe6

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