First Citizens Bank Wealth Associates in Beverly Hills, CA

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Amy Born
Senior Portfolio Strategist, SVP & ASST SEC
9465 Wilshire Blvd
Suite 800
Beverly Hills CA 90212
Education & Certifications
Certified Financial Planner (CFP®),Chartered Financial Analyst (CFA®),San Diego State University - Financial Services
Negin Banaei
Wealth Consultant, VP & ASST SEC
Mobile Phone(858) 472-5355
9465 Wilshire Blvd.
Suite 800
Beverly Hills CA 90212
Areas Served
Greater Los Angeles Area
Focus Areas
Estate Planning
Retirement Planning
Investment Planning
Business Succession Planning
Charitable Gifting
Tax Planning
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
Education
Bachelor's of Science in Business Management, Golden Gate University
Ricardo Escobosa
Private Banker
Mobile Phone(619) 778-8283
9465 Wilshire Blvd.
Suite 800
Beverly Hills CA 90212
Areas Served
Los Angeles County
Focus Areas
Personal Banking Solutions
Customized Lending
Education & Certifications
MBA, Alliant International University BS in International Business Administration, Alliant International University