Blog

From the Desks of EQ Advisors, Welcome to our blog where we will be raising important topics and discussing how bringing more Equanimity to the financial decision-making process can help us stay on course financially and live satisfying lives, full of meaning and purpose. We hope you enjoy our commentary.

Risk Management Essentials for Southern California Practice Owners: Protecting Your Professional Legacy

Sean Khaligh

Your professional practice represents years of hard work and significant investment. But are you prepared for the unexpected?

Compound Interest Is More Than Just a Financial Concept—It's a Way of Life

Blake Curtin

Most people think of compound interest as a financial tool—but it's actually a mindset. Whether it’s investing, your career, or your personal life, the small things you do consistently today can create exponential results over time. In this post, we break down how compounding shows up everywhere—not just in your bank account, but in who you become. If you’re ready to make time your greatest asset, this one’s for you.

They Didn’t Do It Alone: Why More Business Owners Are Turning to ESOPs

Peter Haroun

You didn’t build your business alone—why should you exit alone? More business owners are turning to Employee Stock Ownership Plans (ESOPs) as a way to reward their teams, preserve company culture, and gain flexible, tax-efficient liquidity. In our latest article, we explore: - What an ESOP really is - Why it works for succession and growth - Who it’s right for (and who it’s not) - How EQ Private Wealth Advisors helps owners navigate the process If you’re thinking about the next chapter for your business—and the people who helped build it—this is worth a read.

What Is a Wealth Advisor—and Do You Really Need One?

Sean Khaligh

What Is a Wealth Advisor—and Do You Really Need One? (And what does a truly effective relationship look like?) If you're a successful professional, entrepreneur, or family steward, chances are you've heard the term “Wealth Advisor” But

At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.

Quick Links

501 Deep Valley Drive, Suite 202

Rolling Hills Estates , CA 90274

Office: 424-394-0800

[email protected]

Research

BrokerCheck is a free tool to research the background and experience of financial brokers, advisers, and firms.

LPL Financial Form CRS

MIAN Form CRS

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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.

The financial professionals associated with NextGen Wealth Partners and/or LPL Financial may only discuss and/or transact business 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.

Powered by Tango Advisor Marketing