My Story

Our goal is to inform, instruct and inspire the families and individuals we work with.

Through a goals-based approach, we strive to better assist our clients with the complexities and growing needs of our clients, while providing exceptional service.

We provide access to specialists that have complementary talents and skills to tackle the constant change in today’s financial landscape.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Financial Planning3
  • Professional Portfolio Management4
  • Sustainable Investing5
  • 401(k) Rollovers
  • Municipal Bonds6
  • Fixed Income7
  • Life Insurance8
  • Long Term Care Insurance9
Securities Agent: CA, WI, WA, VA, UT, OR, NY, NV, IL, ID, HI, AZ; General Securities Representative; BM/Supervisor; Investment Advisor Representative
CA Insurance License #: CA 0C96026
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About Us

  • Kamran W. Hedjasi
    First Vice President, Financial Advisor,
    Family Wealth Advisor, Senior Portfolio Manager

    As a First Vice President, Portfolio Manager, and Family Wealth Advisor, Kamran is primarily responsible for all of the day to day investment decisions and managing the client portfolios.

    Kamran's tenure with Morgan Stanley dates back to 1999, a time when the financial landscape was one of extreme euphoria during the height of the 'internet bubble'. Recognizing the risk that euphoria brings, his goal was to take a balanced approach to help clients enhance, preserve and transition their wealth. Kamran uses this experience to help his clients get through all market environments.

    From the beginning, working with his wife, Sima, has provided them with the strong foundation needed to give their clients the personal attention and individually tailored solutions designed to help meet their needs. As the market continues to test individual investors and their families, an even-keeled approach to managing both assets and liabilities is a core tenant to their program.

    With a background in Business Administration and Finance, Kamran is able to deliver exceptional client service while managing your investment needs. Kamran graduated from the California State University, Northridge, with a Bachelor's Degree in Business Administration.

    Kamran & Sima currently reside in La Crescenta with their two young boys, Shant and Alex. Their free time is dedicated to their local school, basketball and A.Y.S.O soccer, where Kamran has volunteered for Region 88 as a coach since 2011.
  • Sima Keoshgerian
    Associate Vice President, Wealth Management Associate

    As an Associate Vice President, Sima’s primary role on the team is to handle the financial planning and LifeView analysis for all clients. She is responsible for ongoing client relationship management and marketing for the team.

    Sima started in the industry as a financial advisor alongside Kamran in 1999. Their comprehensive, financial-planning based approach has afforded Kamran and Sima the ability to form working relationships with trusted industry professionals as they help their clients navigate through their various life cycles. Sima graduated from the University of California, Berkeley with a Bachelor's Degree in Psychology.

    Sima & Kamran currently reside in La Crescenta with their two young boys, Shant and Alex. Sima is an active member of her local community, school foundation and PTA.

    Sima has her Series 7 & 66 licenses issued by FINRA, and her CA Insurance Licence (0C95626).
  • Molly Ryan
    Senior Registered Associate

    Molly Ryan is the team’s Senior Registered Service Associate. She is dedicated to delivering a caring and detailed client experience, as she provides all of the team’s administrative and operational services, including important transactional services for all of our trusted clients. Molly is a true professional. She will focus on identifying solutions for each client that will deepen relationships, and ensure an uplifting client experience.

    Molly brings 27 years of experience to the team. Molly began her career in Corporate Finance and Investor Relations, before moving to the retail side of the business. She started at the old Dean Witter in San Francisco before transferring to the Pasadena office in 1995.

    Molly is a Pasadena native, and moved back to her old neighborhood in 1995 to be near her family, where she purchased a Condo in 2001. Molly enjoys going to Art Films at the local independent theatre, and loves to travel to Europe once a year. She volunteers at the SPCA and a local Catholic Charity.

    Molly has her Series 7 and 66 licenses administered by FINRA (Financial Industry Regulatory Authority).

Wealth Management Process

    Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.
    We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
    • Plan for retirement
    • Provide healthcare protection for yourself and your children
    • Revise your estate plan
  • ACT
    Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.
    Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.

Our Philosophy

The cornerstone of our investment philosophy is to know our clients and their own unique set of circumstances. We listen to our clients’ past experiences, current needs and future desires. Our team of professionals brings a strong foundation needed to give our clients the personal attention and craft individual solutions to help meet their financial goals.

We collaborate with our clients’ and their other trusted professionals in a unified manner to provide them with the confidence of knowing that they have a team of advocates for their best interest.

We aspire to build lasting, meaningful relationships across generations based on trust and integrity.

    Financial Planning

    Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

    On our team, Sima takes the lead on all of our financial planning for our clients. Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.

    LifeView® helps us:

    Analyze your current investments, and financial situation
    Review and prioritize your goals with you, such as Retirement
    Education funding
    Major purchases and philanthropic goals
    Protect your goals
    Develop wealth transfer strategies

    Click the links below to access the sample LifeView® Goal Analysis and Client Profile:


    55 South Lake Ave
    Ste 700
    Pasadena, CA 91101
    (626) 405-9361(626) 405-9361
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    Ready to start a conversation? Contact Kamran Hedjasi today.
    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 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.

    3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    4Morgan 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

    5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    6Income 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.

    7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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: 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.

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