At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Amir Afahi is a Vice President and Private Client Advisor at Bank of America Private Bank in Los Angeles, California. Amir is a seasoned financial advisor with 28 years of experience with major North America-based financial institutions. Amir works closely with high-net-worth individuals, families, and business owners to help optimize and manage their wealth. By identifying a client's primary goals and needs, Amir and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, and lending.
Throughout his career, Amir has established a reputation for providing guidance and delivering exceptional results for his clients. With a wealth of experience in the financial services industry, Amir has a deep understanding of the markets and a keen ability to identify key opportunities for potential investment growth. He has a proven track record of successfully managing investments for individuals, families, and businesses of all sizes.
Amir's approach to financial advising is centered around building strong, long-term relationships with his clients. He takes the time to understand their unique needs, goals, and develops personalized strategies to help them achieve financial success. As a trusted advisor, Amir stays at the forefront of industry trends and developments, ensuring that his clients are always well-informed and well-positioned to make sound investment decisions. He is committed to providing the highest level of service and delivering exceptional results for his clients.
Prior to joining Bank of America in 2017, Amir served as a Private Client advisor at JP Morgan Chase for seven years giving him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, Amir was an Account Manager (wealth management) with Royal Bank of Canada.
Amir obtained his Bachelor of Science degree in electrical engineering and earned the Chartered Retirement Planning Counselor™ designation.
Amir is involved in the Persian community and charities in both Los Angeles and Orange County.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.