EQ Private Wealth Advisors - Rolling Hills Estates, California

Gunell N.

My husband and I are happy clients of EQ Private Wealth Advisors in Rolling Hills Estates, Ca.
Sean Khaligh (CFP)and his two team members Peter and Blake have supported, welcomed and impressed us with their warm, honest, friendly approach. They exhibit endless enthusiasm, high integrity, compassion, and understanding of our changing needs.

My husband initially consulted and acquired the services of Sean twenty years ago. After an initial meeting we decided to take a chance on a young man starting out in the financial world as my husband had a good feeling about Sean. Looking back we feel we hit the jack pot. We always leave from a meeting with Sean feeling blessed.

At that time, twenty years ago, we were looking for advice/support but were actually unsure of what having a financial advisor would look or feel like or how it would benefit us. To be able to find the perfect fit, ‘our partner home away from home’, would prove vital for our financial growth/health. Our portfolio has done well and prospered under the care of Sean. We have come to understand that your advisor becomes an intricate part of your life decisions. As the years have rolled by we have come to appreciate Sean’s services more and more. Sean and his carefully chosen current team have transitioned into a treasured friendship. The EQ team now represents security and a feeling of extended family.

EQ has assisted us in setting realistic short and long term goals. They have opened our eyes to many opportunities. The EQ team listens, asks questions at scheduled risk assessment meetings to re-evaluate changing needs and circumstances. They keep a watchful eye on the fluctuating financial market allowing us to relax and enjoy the fruits of our labor.

EQ Private Wealth Advisors are only a phone call away. We feel welcome to stop by the office or give them a call with a question or concern. There is always a friendly voice at the other end willing to listen and take action if necessary.

The team has aided us through many difficult scenarios. Changes relating to taxes, appropriate gift giving, wealth allocation, the establishing of a trust, recreational goals, grown children weddings, arrival of grandchildren, retirement, the sale of our home and the buying of a new home more suitable, the two year exhausting remodel of our current home to make it into our final dream retirement home.

Over the years Sean has also taken the time to meet with our adult children. At times of difficulty Sean, Peter or Blake have accommodated us by arranging meetings at our home as we have not been able to come to the office due to illness.

EQ private Wealth Advisors has proven to be the best. They give us peace of mind. They are the anchor we need to sleep well at night. They are savvy, knowledgeable, trustworthy. Try this team out. Proper management and care taking of finances over time is a big ask and a big task. Leave it to EQ Financial Advisors and rest assured. Gunell and Glenn Nakano

Laurie E.