Banner Investment Services - Darius Abtahi
Guided by the philosophy that doing what’s right and adequate for the client is the key to success, Darius approaches everyone he serves with an appreciation for their unique needs and situation. He began his career in financial and wealth management services in 2008, holds a bachelor’s degree in international business and has an MBA in finance from San Diego State University.
A customized approach
Darius takes time to get to know each client and help them define their goals and objectives. It’s a rewarding feeling, as they make progress toward achieving their vision. As a Chartered Retirement Planning Counselor (CRPC), Darius is interested in all aspects of retirement planning and preparation, and is dedicated to continued education about matters related to financial health and wellbeing. That carries into his personal life, where Darius values staying fit physically and mentally as a way to be at his best when serving clients.
A qualified advisor
- Certifications: FINRA Series 7 and 66, licenses registered through LPL Financial
- California Insurance License #0G27890: Life, health, variable contracts
Areas of focus:
Families, individuals and businesses
- Retirement planning
- Estate planning
- Wealth management
- Insurance planning
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA| SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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