AFSANEH HADDAD, CPA
PArtner and Executive Vice President
As partner, Afsaneh brings over 15 years of experience in compliance and advisory services, specializing in comprehensive tax and estate planning. With a deep understanding of her clients' unique financial and estate objectives, she adopts a proactive approach to offer strategic guidance tailored to their needs. Afsaneh collaborates closely with her clients' financial advisors, estate planners, and other professionals, ensuring a cohesive and personalized wealth management strategy. As a key member of the firm's team, she is committed to building lasting relationships grounded in trust, delivering insightful advice, and providing exceptional service to help her clients navigate the complexities of their financial landscapes.