Amir Barar, CRPC®, AIF®
Amir Barar, CRPC, has worked with some of the largest brokerages in the world, founded his own independent advisory firm -- ICS Wealth Management -- and successfully merged that company with Laurus Financial group to leverage resources and bring value to his clients.
In more than 18 years in the financial services industry, he's built a reputation for knowledge, patience and follow through among a wide variety of clients.
At Franklin Templeton Investments, he serviced the broker/dealer community regarding investment strategies, portfolios and returns of domestic equity, fixed income, government and international investments. At Morgan Stanley financial advisor, he specialized in investment strategies for high net worth clients. And he continued to grow a loyal clientele at Merrill Lynch. In 2009, Amir founded ICS Wealth Management, to provide a more customized, objective and one-on-one experience for clients.
Amir earned a B.S. from the University of California at Davis and holds a Certified Retirement Planning Counselor designation. He lives in Moraga, California with his wife Michelle and two sons, Jake and Aiden. He's a member of Spark, a non-profit seeking to change patterns of inequality that impact women throughout the world. In his free time, he enjoys road biking, golfing and cross training.