Sogol Javan serves as an Associate Wealth Advisor at First Foundation, where she plays a vital role in assisting Relationship Managers with a range of daily activities. With a keen focus on ensuring operational efficiency, Sogol works closely with various teams, including Trading and Account Services, to execute buy/sell requests promptly and address client needs effectively. She actively participates in client calls and meetings, providing valuable insights and guidance.
Sogol's journey with First Foundation is rooted in her appreciation for the comprehensive wealth management and banking services offered, making it a one-stop-shop for clients seeking holistic financial solutions. Her official title as an Associate Wealth Advisor embodies her mission succinctly: "Everyone makes money, not everyone knows how to manage it – we are here to help."
A graduate of IAU of Tehran with a Bachelor's degree in Accounting, Sogol is dedicated to furthering her professional qualifications. She is currently pursuing the Series 65 and Certified Financial Planner (CFP®) certifications to enhance her expertise in wealth advisory.
Having previously worked at a planning office in St. Louis, MO, Sogol discovered her true passion for financial planning and client-centric service. She is particularly proud of her role as an Associate Financial Advisor, where she honed her skills and expanded her knowledge in the field.
Based at the Irvine corporate office, Sogol's focus lies on providing personalized financial planning services, including retirement, estate, and tax planning, to help clients achieve their long-term financial goals. Outside of work, she finds joy in running, spending time at the beach, and expressing her creativity through watercolor paintings.
sjavan@ff-inc.com
Phone: (949) 622-3733