Priscilla Aivazian joined the team in 1998. As of 2021, she has begun working in the capacity of an advisor assisting Rick with existing clients, performing reviews, and making investment recommendations. She is also primarily focused on the investment services side of our business and is responsible for the day-to-day support of our clients, including timely and accurate transferring of financial transfers, wires, EFTs, and check services. She also provides broker administration support such as new account setup and account changes.
Priscilla holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. She also holds a California license for life and health insurance.
She lives in Fresno, California, with her husband and two children. In her free time, she enjoys cooking, traveling, and spending time with friends and family.
CA Insurance License #0C81293