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ZG

Zohreh Ghaissari

MODERN WEALTH MANAGEMENT
CALABASAS, CA 91301
Some features on this profile are disabled
CRD#: 2806525
ZG

Professional summary

Zohreh Ghaissari, CFP®, who also goes by Zohreh Dinari, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Calabasas, California.

Zohreh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Zohreh has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zohreh Dinari

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zohreh Ghaissari's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2000

Experience

Current

May 11, 2026 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 27001 Agoura Rd Suite 150, Calabasas, CA 91301
RIA
CRD#: 324624
CALABASAS, CA
Past

July 17, 2025 - May 4, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
WESTLAKE VILLAGE, CA
Past

July 17, 2025 - May 4, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
WESTLAKE VILLAGE, CA
Past

February 5, 2007 - November 24, 2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

BD
CRD#: 15356
LONG BEACH, CA
Past

February 5, 2007 - December 20, 2024

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
LONG BEACH, CA
Past

September 25, 2006 - December 31, 2006

CINCINNATI ANALYSTS, INC.

RIA
CRD#: 5478
AGOURA HILLS, CA
Past

September 19, 2006 - December 31, 2006

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
AGOURA HILLS, CA
Past

July 28, 2006 - September 20, 2006

WATERSTONE FINANCIAL GROUP, INC.

RIA
CRD#: 10078
WOODLAND HILLS, CA
Past

October 28, 2002 - September 20, 2006

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
WOODLAND HILLS, CA
Past

December 21, 1998 - October 28, 2002

DREHER & ASSOCIATES, INC.

BD
CRD#: 8665
OAKBROOK TERRACE, IL
Past

January 6, 1998 - September 12, 2006

ETI FINANCIAL GROUP

RIA
CRD#: 108007
WOODLAND HILLS, CA
Past

January 2, 1998 - January 8, 1998

DREHER & ASSOCIATES, INC.

BD
CRD#: 8665
Past

February 6, 1997 - December 31, 1997

ALLIANCE ADVISORY & SECURITIES, INC.

BD
CRD#: 18835
WESTLAKE VILLAGE, CA
Past

December 5, 1996 - January 3, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 5, 1996 - January 3, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/11/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/20/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/1996
General Securities Representative Examination

Current Firm

MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 Approved)
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Contact information

Main Address
1712 Main Street Suite 400, Kansas City, MO 64108
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
253

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MODERN WEALTH MANAGEMENT WRAP FEE BROCHURE (3/20/2026)
MARCH 2026 ADV 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts30,617
AUM (Assets Under Management)$ 10,904,051,242

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624Calabasas, CA 91301

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