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Steve Aguiar

Founder

Steve Aguiar is principal and founder of Arbor Wealth Management. Steve has been in the financial services industry for 30 years. During that time there have been many market crashes. Living through those crashes helped to define the principles that Arbor Wealth still lives by to this day.  Prior to Arbor Wealth, Steve served as an advisor for SIFE Trust Fund.

Adam Bagherian

Financial Advisor

CERTIFIED FINANCIAL PLANNERâ„¢

Certified Kingdom Advisor

Adam Bagherian is an advisor of Arbor Wealth Management since June 2016. Prior to Arbor Wealth, Adam served as a financial planner with MetLife Securities from March 2012 through June 2016. His education includes a dual bachelor’s degree in Business Administration and Biblical Studies from Azusa Pacific University.

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Philip Dutra

Financial Advisor

Phillip Dutra is an advisor of Arbor Wealth Management since May 2016. Prior to Arbor Wealth, Phillip served as a financial planner with MetLife Securities from February 2015 through April 2016.

Ryan Aguiar

Financial Advisor

Ryan Aguiar is an advisor of Arbor Wealth Management since 2019. Prior to his role as an advisor at Arbor Wealth management, Ryan was a student at the University of California Santa Cruz. His education includes a bachelor’s degree in Business Management Economics. While on summer break from school, Ryan would intern at Arbor Wealth management.

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©2023 by Arbor Wealth Management.

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BrokerCheck

 

Securities offered through Osaic Wealth, Inc.(Osaic Wealth) , member FINRA/SIPC. Investment advisory services offered through Arbor Wealth Management. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

 

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, HI, ID, KS, KY, MT, NJ, NV, OR, PA, TN, TX, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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