With over 23 years of wealth management experience with the largest financial institutions in the industry, Aria Khalili founded Pariax Private Wealth Management with the unwavering value that the clients’ interests must always come first. He discovered that the best way to deliver this, is to be independent, objective, loyal and transparent. A true Fiduciary.
Spending the last decade as a Senior Vice President and Senior Portfolio Manager for Merrill Lynch, and another decade before that as a Vice President for UBS, Aria accumulated invaluable experience and knowledge working side by side with some of the industries greatest talents. Year after year, Aria consistently received recognition and acknowledgment from both Merrill Lynch & UBS for his continued accomplishments and success with distinctions such as Chairman’s Club, Presidents Club, & Circle Of Excellence. All reserved for the firms top tier achievers.
Aria has earned the Certified Private Wealth Advisor®, CPWA® designation from The University of Chicago Booth School Of Business in conjunction with Investments and Wealth Institute™. He has also earned the Certified Plan Fiduciary Advisor, CPFA designation from the National Association of Plan Advisors.
Aria received a B.A. degree in Business/Economics with Honors and Distinction in the Major, and a minor in Global Peace & Security, from the University of California, Santa Barbara. Aria enjoys golfing, traveling, and spending time with his wife Parto, and son Brooks. They currently make their home in Corona Del Mar, CA.
WHO WE ARE
With over 23 years of wealth management experience with the largest financial institutions in the industry, Aria Khalili founded Pariax Private Wealth Management with the unwavering value that the clients’ interests must always come first. He discovered that the best way to deliver this, is to be independent, objective, loyal and transparent. A true Fiduciary.
Spending the last decade as a Senior Vice President and Senior Portfolio Manager for Merrill Lynch, and another decade before that as a Vice President for UBS, Aria accumulated invaluable experience and knowledge working side by side with some of the industries greatest talents. Year after year, Aria consistently received recognition and acknowledgment from both Merrill Lynch & UBS for his continued accomplishments and success with distinctions such as Chairman’s Club, Presidents Club, & Circle Of Excellence. All reserved for the firms top tier achievers.
Aria has earned the Certified Private Wealth Advisor®, CPWA® designation from The University of Chicago Booth School Of Business in conjunction with Investments and Wealth Institute™. He has also earned the Certified Plan Fiduciary Advisor, CPFA designation from the National Association of Plan Advisors.
Aria received a B.A. degree in Business/Economics with Honors and Distinction in the Major, and a minor in Global Peace & Security, from the University of California, Santa Barbara. Aria enjoys golfing, traveling, and spending time with his wife Parto, and son Brooks. They currently make their home in Corona Del Mar, CA.
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