AIRE Advisors, LLC

Nathan Mescobi is a financial advisor at AIRE Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at firms including FKGB Accounting and the Law Offices of Joseph Miskabi. AIRE Advisors provides wealth management, financial planning, and retirement plan consulting to individuals, including high-net-worth and family-office clients, as well as institutional clients. The firm manages approximately $905 million in assets and uses a combination of asset-allocation frameworks, third-party managers, and a mix of public and private securities in its portfolio construction.

Lily Mossayi is a financial advisor at AIRE Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at AIRE Advisors since 2021. Her prior work experience includes roles in real estate and law-related fields. AIRE Advisors provides comprehensive wealth management, financial planning, and investment consulting services to individuals, including high-net-worth and family-office clients, as well as institutional and plan clients. The firm manages approximately $905 million in client assets and employs a team-based approach to portfolio construction using various asset allocation strategies and a mix of public and private securities.

Simone Liu is a financial advisor with AIRE Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining AIRE Advisors in 2022, she worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC from 2011 to 2022. Outside of her advisory role, she is the CEO of The Golden Resource LLC, an import/export business. AIRE Advisors provides comprehensive wealth management and financial planning services to individuals, including high-net-worth and family-office clients, as well as institutional and plan clients. The firm manages approximately $905 million in assets and employs a team-based approach to portfolio construction using a blend of public and private securities, third-party money managers, and ongoing portfolio monitoring.

Philip Fessler is a financial advisor at AIRE Advisors, LLC in Beverly Hills, CA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he co-owns a rental property in La Quinta, California. AIRE Advisors offers comprehensive wealth management and financial planning services to individuals, including high-net-worth and family-office clients, as well as institutional and retirement plan clients. The firm manages approximately $905 million in assets and employs a team-based approach using diversified portfolios with both public and private securities.

James Naify is a financial advisor with AIRE Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Bank of America, N.A. since 2012 and previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2012 to 2021. Outside of his advisory role, he owns El Dorado Financing Group Inc., an S-corp involved in real estate investment. AIRE Advisors provides comprehensive wealth management, financial planning, and investment consulting services to individuals, including high-net-worth and family-office clients, as well as institutional clients. The firm manages approximately $905 million in assets and employs a team-based approach, utilizing asset allocation frameworks, third-party money managers, and a mix of public and private securities.

Daniel Ebert is a financial advisor with AIRE Advisors, LLC in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Equitable Advisors, and Northwestern Mutual. Outside of his advisory work, he serves on the Gettysburg Wrestling Alumni Board, facilitating networking between students and alumni. AIRE Advisors provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, including high-net-worth and family-office clients, as well as institutional clients. The firm manages approximately $905 million in client assets and employs a team of eight advisors.

Balfoure Brenes is a financial advisor at AIRE Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is the sole owner of 4TUN801 LLC, an entity formed to purchase raw land. AIRE Advisors provides wealth management, financial planning, retirement plan consulting, and investment consulting services to individuals, including high-net-worth and family-office clients, as well as institutional clients. The firm manages approximately $905 million in assets and employs a team of eight advisors, using diversified portfolios that include both public and private securities with ongoing monitoring and rebalancing.

Amir Monsefi is a financial advisor at AIRE Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves as an advisory board member for the Mar Vista Family Center, a charitable organization focused on supporting families. AIRE Advisors provides comprehensive wealth management, financial planning, and investment consulting to individuals, including high-net-worth and family-office clients, as well as institutional clients. The firm manages approximately $905 million in assets and employs a team-based approach using diversified portfolios that include public and private securities, with ongoing monitoring and rebalancing.

Kristina Downing is a financial advisor at AIRE Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and J.P. Morgan Securities. Outside of her advisory role, she is involved in mortgage brokerage and holds membership positions in several real estate-related companies. AIRE Advisors provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, including high-net-worth and family-office clients, as well as institutional clients. The firm uses asset-allocation frameworks and a mix of public and private securities, incorporating third-party money managers and ongoing portfolio monitoring.

Sharon Nassirzadeh is a CFP® professional with 31 years of experience in the financial services industry. She has worked at AIRE Advisors, LLC since 2020 and previously held positions at Bank of America and Merrill Lynch. Outside of her advisory role, she is involved in a real estate investment venture with her husband, focusing on property flipping through a jointly owned LLC. AIRE Advisors provides comprehensive wealth management and financial planning services to high-net-worth individuals, family offices, and institutional clients. The firm manages approximately $905 million in assets and employs a team-based approach utilizing diversified portfolios with both public and private securities.