About Aziz A Ihani
Aziz Ihani brings over 20 years of experience in investment management and wealth planning, serving high-net-worth families, corporations, and foundations. He has developed a strong track record working with physician practices and medical groups, with a deep understanding of their financial needs and other complexities involved in managing a medical practice. He has partnered with many medical practices for setup and ongoing management of their Defined Benefit & Defined Contribution Retirement Plans.
Aziz is committed to building long-term relationships grounded in trust and mutual respect. He takes a comprehensive, macro-level view of client portfolios, implementing effective risk mitigation strategies to help clients meet their financial goals. His diverse professional background has equipped him with a deep understanding of international markets and global economies, allowing him to navigate the complexities of today’s interconnected world with confidence and insight.
Before joining Morgan Stanley, Aziz held senior-level positions at Deloitte Consulting and Citibank. Aziz earned an MBA from University of Southern California, Los Angeles and a BS in Electrical Engineering from India.
Outside of his professional life, Aziz treasures time with his loving wife, Shirin, and their two wonderful sons. A passionate tennis enthusiast, he can often be found on the court or enjoying California’s natural beauty through hiking and nature walks.
Securities Agent: AZ, KS, IL, CA, VA, MA, CO, IN, NJ, DC, CT, WA, TX, OK, NY, AL, WI, PA, OH, NC, KY, MI, GA, FL, MO, MD, NV, TN, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275582
CA Insurance License #: 0E41927