Artin Zakarian, CFP, CPA, CEPA

10/21/2026

You’ve spent the year building your business. Have you made a plan to build wealth outside of it?

Before your final payroll, review how your compensation, retirement contributions, and tax strategy fit together. For S corporation owners, these decisions are closely connected.

The right retirement plan depends on your income, cash flow, goals, and ability to fund it over time.

Reach out to discuss your options and how we can coordinate with your CPA before year-end.

For educational purposes only. Tax benefits and contribution limits depend on individual circumstances. Consult your tax advisor.

10/19/2026

Excited to officially launch — a place to share financial insights, market perspectives, professional experiences, and a little about life beyond the office.

Looking forward to connecting, sharing what I’ve learned, and hopefully making complex financial topics a little easier to navigate.

Thanks for being part of the journey!

08/06/2026

Investors with heavily concentrated equity positions relative to their historical ranges should evaluate whether that concentration reflects deliberate conviction or passive drift from years of equity outperformance, and whether a more balanced portfolio would better serve their objectives across a....

04/18/2026

02/12/2026

See how the markets performed in January 2026.

01/05/2026

A robust GDP print, profit growth, and 2026 policy tailwinds show why the U.S. economy may stay resilient despite labor‑market weakness and lingering recession worries.

06/28/2024

With the projected shortfall of Social Security in the news, you may be worried. I can help you plan for a great retirement — regardless of what happens with Social Security.

Get the facts on how the Social Security program works for retirees.

06/27/2024

Don't underestimate the challenge of getting back to even — the bigger the drawdown, the harder the climb back up. Get in touch to discuss your options.

06/26/2024

Have you named beneficiaries on your financial accounts? If so, when is the last time you updated them? I can review your designations to make sure your assets will go exactly where you intend.

What to know about this critical estate planning step.

06/25/2024

As the year unfolds, 2024 will bring its own set of challenges and surprises. As financial conditions in the U.S. continue to normalize, it’s important to remain focused on high-quality investments and open to shifting opportunities. Let’s discuss what this means for you.