Cyrus
Baravati
CFP®, CPWA®, CWS®
Lead Advisor & Associate Partner
Cyrus brings over a decade of experience as a trusted financial advisor, having served both at one of the nation’s largest advisory firms and at a boutique family office. He specializes in working with ultra-high-net-worth families on complex tax and estate planning strategies, and enjoys supporting clients at every stage of their financial journey.
A former high school math teacher, Cyrus is passionate about education and finds deep fulfillment in helping clients understand their financial plans and navigate sophisticated strategies to achieve their goals.
“He is especially committed to guiding the next generation, ensuring they inherit not just their family’s wealth, but also the principles and perspective to steward them well.”
Education
Bachelors in Mathematics
San Francisco State University
Certifications/Memberships
CERTIFIED FINANCIAL PLANNER® Professional
Certified Wealth Strategist®
Chartered Private Wealth Advisor®
Series 7 and 66 Securities Licenses
Outside of work, he enjoys time with his wife, Kylie, and their three children, Oliver, Florence, and Shiloh. He also enjoys staying active in his church, hiking, traveling, and reading.
Check Out Cyrus’s Articles
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Generational Financial Planning: Key Conversations for Children and Grandchildren
You’ve spent a lifetime building something meaningful — not just a portfolio, but a set of values, a family story,…
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How Investing Priorities Shift Over Time
Your investment plan is a reflection of your financial plan; your financial plan is a reflection of your life. “Plans…
