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. As a 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.