With more than thirty-two years of wealth management experience, Sharon Nassir is dedicated to guiding high-net-worth clients through every aspect of their financial planning needs. Her approach is deeply personal—working closely with clients to design comprehensive strategies that integrate tax planning, investment planning, legacy objectives, and family goals. She believes that true wealth management extends beyond numbers, focusing on the human side of finance to ensure that clients’ values and visions are preserved for generations.

As co-founder and president of AIRE, Sharon not only serves as a trusted advisor but also leads the firm’s growth initiatives and marketing strategy. Under her leadership, AIRE continues to evolve, innovate, and address the complex needs of its clientele.

Before co-founding AIRE, Sharon held several leadership roles, including vice president and wealth management advisor at Merrill Lynch, vice president and financial advisor at StockCross, and financial advisor at TD Ameritrade. She earned a B.B.A. from Hofstra University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Accredited Wealth Management Advisor (AWMA™) designation, and the Certified Plan Fiduciary Advisor (CPFA) designation, as well as a California state life agent license. Her professional achievements have been recognized nationally, including a No. 12 ranking on AdvisorHub’s 2025 Women Advisors to Watch and selection as a finalist in the Los Angeles Times Studio 2024 Inspirational Women Awards.

Committed to community engagement, Sharon actively supports several chapters of the Jewish Federation, contributing to initiatives such as the Women’s Young Leaders Committee and the Iranian American Jewish Federation, which assists local families with housing, healthcare, and job placement. Passionate about advancing financial literacy—particularly for women and children—she leads and participates in educational workshops and serves on the board of the Beverly Hills Navy League.

Fluent in both English and Persian, Sharon enjoys traveling, reading, playing mahjong, practicing yoga, and spending quality time with her family and beloved dogs.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S. Accredited Wealth Management AdvisorSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

BACK TO TEAM