Symbiotic Relationships that Build Value and Wealth

Symbiotic Relationships that Build Value and Wealth

Many financial firms emphasize technology, automation and artificial intelligence in delivering their services with their advisors playing a diminished role. Of course, we utilize Fin-Tech to increase efficiencies and productivity; however, we believe that personal communication is the one true differentiator in our industry and the cornerstone of all successful relationships.

The investment and wealth management professionals at EQ are highly educated and credentialed. We are committed to advanced training and on-going professional development. Our experience has ingrained in each of us the importance of combining competence with compassion, and exercising our judgment with care, skill, and caution.

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Sean  Khaligh

Sean Khaligh, CFP®

Founder & Managing Director | Wealth Advisor

Peter  Haroun

Peter Haroun, CFP®

Wealth Advisor│Managing Director of Investments

Blake Curtin

Blake Curtin

Wealth Operations Manager