This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 2004
Areas of focus:
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Portfolio Management
- Real Estate
- Retirement Planning
- Stocks and Bonds
Further information about Zain Griffith:
Zain Griffith is Vice President at Dash Investments.
Zain is responsible for investment research and due diligence as well as managing client relationships. He is also actively involved in providing financial advice to family trusts.
Prior to working at Dash Investments, Zain worked as an intern at Lane-Link Group and Oxford Advisors, boutique investment banks that specialize in providing merger and acquisition advice and valuation opinions to small and medium sized businesses. More recently, he served as a research analyst for The Manual of Ideas, a value-oriented investment publication based in New York City.
Zain earned a B.S., magna cum laude, in Business Administration with a concentration in Finance from Cal Poly, San Luis Obispo. He is a member of the Beta Gamma Sigma honor society.
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
Will provide references upon request?
Further information about Dash Investments:
(Size of firm: 0-9 advisors)
Expect More From Your Financial Advisor
Dash Investments is a privately owned, fee-only independent investment advisor. The firm manages private client accounts for individuals and families across America and was ranked by "Money Magazine" as one of the top financial advisors in the country.
Catering to the individual investor, Dash Investments offers a full range of investment advisory and financial services, which are tailored to each client's unique needs. At Dash, all aspects of the investment process are skillfully managed for the client, by experienced financial professionals that are local to your area.
In addition to professional wealth management services, each client receives comprehensive financial planning and asset management services, to ensure they achieve their financial goals. Our top financial advisors are also specialists in complete retirement planning.
Our firm is built on the philosophy that each client deserves individual attention and proactive service. Our focus is on carefully selecting attractive investment opportunities and consistently delivering value to our clients.
A unique aspect of Dash Investments is that all principles of the firm keep a majority of their personal assets invested alongside client investments. We believe in keeping our interests 100% aligned with yours.
We like to think of ourselves as more than just an investment advisor, we want to be a partner in your success.
Contact Information for Zain Griffith
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Address for Zain Griffith:
One Sansome Street
San Francisco, CA, 94101
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