Client Relationship Associate; EWM Registered Client Associate; RJFS

Neczar Sarouli collaborates with clients to develop a detailed and personalized plan designed to help meet their stated goals and give them greater confidence about retirement. Building a goal-based plan is the key step in the process of providing comprehensive and holistic financial advice.

“In my role it’s very important to be a good listener to effectively incorporate a client’s complex situation into an easy-to-understand financial plan,” says Neczar.

Neczar holds Series 7 and Series 66 securities registrations. He has a bachelor’s degree in finance from the University of San Francisco.

Neczar is a California native currently living in San Francisco. In his free time, he enjoys exercising and attending boxing events.