Schedule an Appointment
818-995-7969
Location
Costa Mesa (CA)
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
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Fakhr “Naz” Alavi
FINANCIAL ADVISOR
As a Financial Advisor, Naz provides comprehensive investment and insurance services to both individuals and businesses. Her clientele includes business owners, professionals, and young families.
Naz brings extensive experience in life insurance planning, retirement planning, investment management, estate planning, disability income insurance, and long-term care coverage. She also specializes in tax-advantaged college savings strategies, Roth and Traditional IRAs, as well as employer-sponsored group benefits and retirement plans such as SEP IRAs, SIMPLE IRAs, 401(k)s, and profit-sharing plans.
Naz began her career in 2001 with the former broker-dealer Ameritas Investment Company, LLC. Her approach is centered on listening carefully to each client to fully understand their unique financial needs and goals. She works with clients by first understanding their financial circumstances and objectives and then identifying planning strategies consistent with those goals. She believes that, especially in today’s environment, trust, honesty, and transparency are the most important qualities a financial advisor can offer.
Naz earned her bachelor’s degree from Tehran College of Insurance. She holds Life and Health Insurance licenses, as well as Variable Contracts licenses, in the state of California. In addition, she holds Series 7, 24, and 66 securities registrations.
Naz currently resides in Los Angeles, California, and enjoys the arts, traveling, and supporting the Los Angeles County Museum of Art.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA, 2020 Financial Advisors and Private Client Services are separate entities and are not affiliated. © 2026 20/20 Financial Advisers - All Rights Reserved.
