build, manage, and preserve Your wealth through life's transitions — planned and unplanned.
Serving a select group of clients in Southern California
We serve a select group of clients.
Helping toward building, managing, and preserving their wealth through life's transitions – planned and unplanned.
About EQ
EQ stands for Equanimity -- the discipline of maintaining one’s calm, composure, and evenness of temper, especially when facing difficult, uncertain, and challenging situations. Equanimity allows us to balance emotions and basic human instincts with logic and reason helping us make better financial decisions.
At EQ we believe in an old nautical expression – “Keep an even keel, and your hands on the wheel.” We don’t let bad times get us or our clients down, and we don’t let good times sow overconfidence and complacency. Currents can shift unexpectedly and we stay vigilant and ready to provide sound financial guidance to our clients in all conditions.
Services We Offer
Private Family Wealth
We help individuals and families manage their financial capital - liberating them to pursue their aspirations and the joy and happiness they deserve.
Business Wealth Management
We help business owners deal with an array of financial challenges and opportunities including employee benefit plans, executive compensation, financing...
The Four Cornerstones of Wealth
We guide clients through the accumulation, preservation, and distribution stages of wealth by addressing the Four Cornerstones of Wealth...
Our Investment Philosophy
Successful, long-term investing requires discipline and self-control. We are optimistic about the future, maintaining a strategic mindset,...
Our Approach
Personal Communication
Listening
Collaboration
Referral
EQ’s Partnership with LPL
EQ Private Wealth Advisors is proud to be an independent firm. We value our relationship with our clients and the level of service we provide. To elevate our service, we have carefully chosen industry partners that offer robust support and resources.
Our business is amplified by LPL Strategic Wealth Services, a fully integrated custody and business support platform providing a dedicated service team and a suite of professionals including CFO consultant, technology specialists, and administrative staff. We are able to leverage LPL Financial’s leading-edge technology to enhance the service and reporting standards that we offer our clients.
LPL Research delivers objective advice and provides us with robust tools for asset allocation, manager research, portfolio management, and sustainable investing.
Periodically, the Advisors at EQ publish their insights and perspectives on important investment and wealth management subjects.
Current News
The World’s Highest-Paid Golfers 2025
LIV Golf’s spending spree has seemingly come to an end, but the PGA Tour is chipping in record purses, helping the sport’s 10 top earners score $612 million over the past year. ...more
Forbes
June 10, 2025•1 min read
Strategies to Retire Without Running Out of Money
A clear, numbers-driven road map can proactively facilitate savings and investments to help close any financial gaps and empower financial security and happiness. ...more
Forbes
June 08, 2025•1 min read
Risk Management Strategies Every Professional Practice Should Consider
Professional practices face unique risks. Explore different strategies like liability protection, business continuity, asset protection, and succession planning strategies. ...more
Wealth Management
June 05, 2025•4 min read
Become an EQ Advisor
“If something is missing in your practice, please consider ours.”
- Sean Khaligh, CFP®
Admittedly, we can’t offer you everything the big firms do. Based on our experience, we certainly cannot offer the regimentation, not the layers of bureaucracy, or not some obscure investment product, ancillary service, or recognition program. We compensate, however, for these shortcomings by providing an environment that nurtures the entrepreneurial spirit and desire to be the best versions of ourselves.
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At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.
Research
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2025 EQ Private Wealth Advisors.
The financial consultants of EQ Private Wealth Advisors are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network a registered investment advisor. Mariner Independent Advisor Network and EQ Private Wealth Advisors are separate entities from LPL Financial.
The financial professionals associated with NextGen Wealth Partners and/or LPL Financial may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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