Naz Ashouri
Education
- Amir Kabir University of Technology: Master of Business Administration, Marketing
- Sharif University of Technology: Bachelor of Science in Civil Engineering
Credentials
- Series 65
- Series 63
- California Life
Wealth Advisor Associate
Naz Ashouri joined Monarch in 2026 as a Wealth Advisor Associate. In her role, she combines an analytical mindset and people-first approach to help clients navigate financial decisions, simplify complexity, and work toward meaningful solutions.
Naz brings a wealth of knowledge from the financial services industry to the team, having previously worked in banking and venture capital, guiding entrepreneurs through financial planning, business analysis, and growth strategies. Collaborating closely with businesses and individuals has given her a practical understanding of how thoughtful planning shapes both short-term stability and long-term success.
Beyond the numbers, Naz believes financial planning is about understanding people, their goals, and the future they want to build. She values trust, clear communication, and helping clients feel confident in their decisions. She continually strives to expand her knowledge so she can better support others through challenges and opportunities.
Outside of work, Naz enjoys horseback riding, archery, singing, cooking, and spending time with friends and family. As a foodie, she appreciates experiences that bring people together and believes some of the best conversations happen around the dining table.