Wealth Operations Manager
After graduating from the University of Colorado Boulder with a Bachelor’s Degree in Business Administration with a concentration in Finance, I thought I’d go to work for one of the large financial firms or banks. Instead, I was intrigued by something very different – what Sean Khaligh envisioned when he established EQ Private Wealth Advisors – a boutique investment and wealth management practice that helps clients balance their emotions and feelings about money with reason and logic to make better informed financial decisions.
Being a millennial, I’m very comfortable with technology, artificial intelligence (“AI”), and predictive analytics and their wide-ranging applications which include enhancing client service, improving cybersecurity, and taking on the technological aspect of investment and trading functions. However, does any machine-driven system have the capability to understand a person’s fears or frustrations; their disappointments or uncertainties? Can it relate to someone who is worried, wary, or worn-out? Or angry, annoyed, or avoiding something?
Moreover, can any technology truly listen? Listen better than a trusted human financial advisor who is genuinely and sincerely interested and curious about people? Can it ask incisive questions and give people time – as much time as they need – to think about their situation for themselves … or will it just collect information…run it through a series of algorithms…and spit out a solution?
At EQ we embrace technological advancements that provide our firm with additional insights permitting us to expand our thinking and improve the advice our advisors provide. But we will never turn the controls completely over to a machine and abrogate the fiduciary duty to our clients to exercise judgment with care, skill, and caution.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.
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The financial consultants of EQ Private Wealth Advisors are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network a registered investment advisor. Mariner Independent Advisor Network and EQ Private Wealth Advisors are separate entities from LPL Financial.
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