Zohreh Ghaissari, CFP®, CRPC®

Lead Advisor

Calabasas, CA

Department: Advisors

Education: Bachelor of Arts in biology from North Texas State University

Zohreh is a dedicated and client-focused CERTIFIED FINANCIAL PLANNER® professional who is committed to helping individuals and families achieve long-term financial security. Based in our Calabasas, California office, Zohreh joined the Modern Wealth team in May 2026 with more than 20 years of experience in the financial services industry.

Zohreh specializes in comprehensive financial planning, retirement strategies, investment management, and personalized financial coaching. Her background brings a thoughtful, analytical, and detail-oriented approach to financial planning.

Zohreh is married and has lived in the Los Angeles area for more than 20 years. In her spare time, she enjoys gardening, volunteering, and spending time with her family and friends.

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