Kian Rafia
Managing Director | Chief Investment Officer, Head of Vestwell Advisors at Vestwell | Savoy, Illinois, United States
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Kian Rafia is a results-oriented financial services professional and the founder of Pardis, a pioneering pro-bono financial advisory firm dedicated to serving active duty military personnel. With a robust background in wealth management and investment products, Kian leverages his extensive expertise in financial technology and strategic integration to transform the landscape of financial advisory services. At Pardis, he is committed to providing comprehensive financial planning and investment advisory services, ensuring that those who serve our country receive the financial guidance they deserve.
Under Kian's leadership, Pardis has embarked on several key projects aimed at enhancing the financial literacy and investment acumen of military personnel. These initiatives include tailored workshops on retirement planning, investment strategies, and the intricacies of mutual funds, all designed to empower service members in making informed financial decisions. Kian's strong relationships with financial advisors, registered investment advisors (RIAs), and asset management firms enable him to create a network of resources that further enriches the advisory experience for his clients.
Kian's deep understanding of the next generation of financial services allows him to effectively navigate the transformation of products and customer experiences into a digital presence. His skills in mergers and acquisitions, asset management, and strategic finance position him as a thought leader in the industry. Through Pardis, Kian Rafia not only exemplifies a commitment to excellence in financial advisory but also embodies a mission to uplift and support those who protect our freedoms.
Managing Director | Chief Investment Officer, Head of Vestwell Advisors at Vestwell in May 2024 to Present
Pardis - Founder Pro-Bono Financial Advisory firm at Pardis in January 2019 to June 2024
Sr. Managing Director; Enterprise Sales and Distribution at AssetMark in May 2021 to December 2023
SVP, Strategic Accounts at AssetMark in August 2020 to May 2021
Consultant - U.S. Business Development at d1g1t Inc. in September 2019 to August 2020
EVP, Advisor Solutions at Morningstar in June 2018 to August 2019
Senior Vice President, Wealth Management at Independent Financial Group, LLC in April 2015 to June 2018
Vice President, Head of RIA Strategy at Cetera Financial Group in April 2014 to December 2014
Vice President, Head of Advisory Investment Products at Cetera Financial Group in August 2010 to April 2014
Assistant Vice President, Advisory Platform/Product Development at LPL Financial Services in May 2008 to September 2010
Director - Product Marketing/Channel Marketing at Lord Abbett & Co. LLC in March 2005 to May 2008
Sr. Associate at PwC in July 1998 to February 2002
Engineering Intern at Nordstrom in January 1996 to January 1996
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Wealth Management
Investments
Investment Advisory Services
RIA
Asset Managment
Mutual Funds
Alternative Investments
Series 7
eRIA
Strategic M&A
Retirement
Financial Modeling
Investment Advisory
Mergers & Acquisitions
Due Diligence
Financial Advisory
Financial Services
Retirement Planning
Strategy
Asset Management
Finance
Business Development
Cross-functional Team Leadership
Equities
Asset Allocation
Portfolio Management
Series 65
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Discover more about VestwellWhat is Kian Rafia email address?
Email Kian Rafia at [email protected], [email protected] and [email protected]. This email is the most updated Kian Rafia's email found in 2026.
How to contact Kian Rafia?
To contact Kian Rafia send an email to [email protected], [email protected] or [email protected].
What company does Kian Rafia work for?
Kian Rafia works for Vestwell
What is Kian Rafia's role at Vestwell?
Kian Rafia is Managing Director | Chief Investment Officer, Head of Vestwell Advisors
What is Kian Rafia's Phone Number?
Kian Rafia's phone (217) ***-*917
What industry does Kian Rafia work in?
Kian Rafia works in the Financial Services industry.
Kian Rafia Email Addresses
Kian Rafia Phone Numbers
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