Artin specializes in providing comprehensive financial planning, tax planning, investment management, and protection solutions to business owners, executives, and those in retirement or soon approaching. Artin’s process begins by obtaining an in-depth understanding of his client’s specific goals, needs, and unique circumstances to provide tailored advice and recommendations to help his clients achieve their objectives while navigating their financial, tax, legal, and life considerations.
Prior to founding Oak Gate Wealth Advisors, Artin was a top advisor with Ameriprise Financial, where he helped his clients achieve their financial goals and maximize their earnings and assets through financial planning, investment advisory, and protection planning strategies. Artin’s commitment to his clients and excellent service awarded him the Ameriprise Client Experience Award multiple years in a row, and his high performance achieved him the Circle of Success recognition. Before his time as a comprehensively licensed financial advisor, Artin was a Senior Tax Associate at Ernst & Young (EY) where he helped business owners, executives, and high-net-worth clients with tax planning to help reduce their taxable income and protect their assets.
Artin is a CERTIFIED FINANCIAL PLANNER™ professional and a CPA. Artin also holds his Series 7, Series 63, and Series 65 registrations through LPL Financial, including his Life, Accident, and Health or Sickness insurance licenses. In addition to his certifications, licenses, and registrations, Artin also earned his bachelor’s degree, magna cum laude, from the University of Southern California and continues to pursue ongoing education to always be best-in-class when serving his clients.
When Artin is not servicing his clients or learning, he spends his time with his fiancé and family looking for the next best restaurants to try, locations to camp, and trails to hike. Artin also enjoys volunteering his time to help his community and to help raise awareness and aid for humanitarian crises.