Stefano Safaei

Biography

SkyArch Capital Advisors help clients to understand their individual risk profiles and how to effectively plan for their financial goals. Stefano “Stef” Safaei serves as Managing Director, and leverages over 20 years of experience working directly with clients to secure their financial future.

He works with a variety of clients, such as families, small-mid size business owners, corporations, high net worth individuals, and non-profit organizations, including one of the oldest children’s charities in the United States. Stef believes every relationship starts with a conversation, which begins with asking the right questions to gain a comprehensive understanding of the client’s goals.

He analyzes each client’s financial profile, lifestyle objectives, and attitude towards risk, and then develops a suitable and custom financial plan using a risk-based quantitative approach. He offers strategic and tactical asset allocation, and provides a range of world-class investment solutions, including cash, fixed income, equities, and alternative investments. His investment approach focuses on specific themes including: ESG (socially responsible investing), disruptive technology in Artificial Intelligence, Automation, Robotics, Cloud Computing, Gaming, and Biotechnology.

 

Recognized by the firm as a member of the prestigious President's Club for her outstanding contributions.

 

APPROACH

1. Risk profile analysis – quantitative
2. Financial plan modeling
3. Cash flow analysis
4. Portfolio allocation and customization

Reach out to Stefano for a complimentary review of your investment plan or to answer your financial planning related questions.

RECOGNITION

• Westchester’s Business Council “Rising Stars 40 under 40” in 2012
• Westchester Magazine Five-Star Wealth Manager Award in 2013, 2015, 2017-2020
• Westfair Communications “Top Wealth Manager Award” for Westchester, NY and Fairfield, CT

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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