Susan
Sajjadi

Westpark Capital, Inc

CRD#1905789
Investment Advisor
in Irvine, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Susan Sajjadi is a financial advisor based in Irvine, California, working with Westpark Capital, Inc. Susan has previously held positions at Westpark Capital Inc and Newport Coast Securities, Inc. Susan has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Susan is part of Westpark Capital, Inc, which operates out of Irvine, California. The firm has 3 offices and 17 employees. The firm manages assets totaling $30.0 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Westpark Capital, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2030 Main Street Suite 210
Irvine, CA 92614

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Westpark Capital, Inc Brokerage Details

Total Assets Under Management

$29,970,039

CA Average: $7,578,581,321
Total Number of Employees

17

CA Average: 43
Total Number of Accounts

200

CA Average: 3,727
Average Account Size

$149,850

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Susan Sajjadi Work History

2016 - Present (9 years)

Westpark Capital Inc

2013 - 2016 (3 years)

Newport Coast Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Susan Sajjadi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westpark Capital, Inc

Jessica Barbey
Los Angeles, CA
Susan Sajjadi
Irvine, CA
Vikas Goel
Irvine, CA
Thomas Jandt
Irvine, CA
David Eurton
Irvine, CA
Edwin Suzuki
Irvine, CA
Vijay Ramsarran
Boca Raton, FL
Ray Kim
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started