Theo Minassian

Financial Advisor

Leadership Team
Theo Minassian Financial Advisor
Leader Insights

Expertise

Estate Planning, Retirement Investments, Tax Strategies, Customer Experience

Theo Minassian

Financial Advisor

Leadership Team
Theo Minassian specializes in advising high-net-worth clients on comprehensive financial strategies. He develops custom-tailored solutions designed to preserve wealth, while overseeing estate planning and retirement investment strategies with precision and care.