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As one of the leading branches of LPL Financial, at My 360° Wealth Management Group, our goal is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

"Life is a collection of experiences, we help you plan for them.  Our mission is to help our clients visualize and implement their life goals through education and trusted advice."
 - Pierre M. Movsessian, MBA, CFP®, AIF®, LPL Branch Manager

(Click here to view our team members.)



 
Our goal is to inspire you to live your life by design, not by default.  We first listen to our clients, so we can uncover what is most important to them in their life. We accomplish this by recording their life goals, dreams and hobbies onto our client’s 360° Dream List, so we can hold ourselves and our clients accountable in meeting those life goals & experiences. 

  
Our clients’ 360° Dream List is the blue print we use to plan, allocate, manage and protect their assets and investments so when the time comes to meet their goals on their 360° Dream List, the funds are there. 


Our clients are the chief executive officer, (CEO) of their finances, making the key informed decisions. We act as the chief financial officer, (CFO) of their finances. As their CFO our job is to educate and provide all the strategies that best meet the client’s goals so our clients can make the right informed decisions that best suit their needs. 


Our LPL Branch Manager, Pierre Movsessian, is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and holds a MBA and BA in finance. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards

Our branch also employs or works with other professionals such as CFAs, CPAs, estate planning attorneys and insurance specialists to provide sound, trusted advice .

 

360 Team

Pierre M. Movsessian, MBA, CFP®, AIF®

Senior Wealth Advisor | LPL Branch Manager

(818) 547-4720

(818) 688-8002

As the Los Angeles Branch Manager, Pierre works with clients to design financial planning and wealth management strategies that help them pursue their aspirations and objectives. Pierre is a CERTIFIED FINANCIAL PLANNER™ practitioner....

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As a Wealth Advisor, Teni specializes in working with pre-retiree and retired individuals on planning strategies to help preserve their income and enjoy a comfortable retirement lifestyle. Her primary responsibilities include managing...

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Heather Simion

Client Relationship Manager

(818) 547-4720

818-688-8002

As a Client Relationship Manager, Heather focuses on client service. She is responsible for managing and delivering an exceptional client service experience. Heather works hard to ensure that client questions are answered in a thorough...

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Arevik Manukyan MA

Client Relationship Manager

818-547-4720

818-688-8002

As a Client Relationship Manager, Arevik oversees all client services, requests, and needs. She is a team player who helps monitor each account to help provide all of our clients with personalized care. She oversees client meetings,...

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Andrew Arakelian

Administrative Assistant

(818) 547 - 4720

(818) 688 - 8002

Andrew is currently a student at California State University, Northridge majoring in Finance. He is working towards becoming a Wealth Advisor and obtaining his CFP. His primary focus is maintaining client portfolios and assisting...

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Delia Akbari

Operations Manager

(818) 547-4720

(818) 688-8002

Delia oversees client services and the processes and procedures that deliver our clients custom care. She pays constant attention to the client experiences related to account servicing and ensuring client hospitality. Delia is...

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In addition to our team at My 360 Wealth, we receive a wide range of help from LPL Financials back office team. Their 2,900 employees in Boston, Charlotte, and San Diego our always prepared to assist us with our inquiries. They have a...

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