About Us

Services Include
  • Business Succession Planning1
  • Professional Portfolio Management2
  • Municipal Bonds3
  • 401(k) Rollovers
Securities Agent: AZ, CA, CO, ID, IL, MI, MT, NJ, OR, TX, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 692741
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

Ali will work with you using a process that focuses on you and your goals, integrating financial strategies that will address key areas of your financial life beyond traditional investment management.
 

This process encompasses four steps:
 

Personal review

Ali will guide you through an extensive discovery process to identify your objectives, time horizon, tolerance for risk and other considerations that may play a role in shaping your financial strategy.
 

Financial strategy

Your input during the personal review will drive the development of your personalized financial strategy. Designed to help you meet your specific needs, it addresses areas such as retirement, education expenses, estate planning and tax management. When the analysis is complete, Ali will explain the financial strategy and collaborate with you to make any adjustments before implementation. 
 

Implementation

After discussing and refining your strategy, Ali will work closely with you to bring the elements to life. Your personalized investment plan will be mapped out and implemented across a diverse set of asset classes including equities, fixed income and certain alternatives where appropriate. The final asset allocation model and mixture of high-conviction active investment strategies and low-cost passive investment strategies will be based on your long-term objectives and desired tax outcomes.


Ongoing communications and reporting

Ali will make every effort to keep abreast of your changing financial needs and provide viable strategies to help you meet them. This means working for you behind the scenes to uncover and address opportunities and threats within your portfolio. This also means that when your circumstances change, he will spend time with you to collaborate and revise your strategy to reflect your new needs and objectives.

    Education

    • California State Polytechnic University Pomona -- Bachelor of Science in Finance
    • University of California Los Angeles -- Personal Financial Planning

    Location

    456 W Foothill Blvd
    Claremont, CA 91711
    US
    Direct:
    (909) 625-9713(909) 625-9713
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
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    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
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    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
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    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
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    Ready to start a conversation? Contact Ali Khisraw Rahimi today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    3Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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