Finance

Tenny Adourian | Wealth Strategist

About: Tenny received her Bachelors of Arts degree in Political Science from The University of California, Irvine. She is also a Chartered Financial Consultant (ChFC®). Tenny heads the Northern Trust Los Angeles Next Generation team. She coordinates networking events with the future generations of business owners, executives, medical professionals, CPA’s and attorneys. She is also a founding member of Northern Trust’s International Inbound Wealth Planning team.

Specialties: Tenny Adourian is a Wealth Strategist based in Northern Trust’s Century City and Pasadena offices. She joined Northern Trust in December 2015. Tenny is responsible for developing wealth management and financial planning strategies for affluent individuals, families and business owners. She remains keenly attuned to each client’s personal, professional, and philanthropic interests, providing the resources they need to pursue and preserve their unique legacy. Tenny sits on the board of the Westchester YMCA and has a true passion in helping the local community with their financial literacy program. She is also an active members or the San Fernando Valley Estate Planning Council, The Santa Monica Bar Association

Quote: “Financial decision making has many facets, and my team and I work with clients on putting together a comprehensive plan tailored to their specific goals.”

Connect: Contact Tenny at tea2@ntrs.com or at (310) 804-2794 or at her website below!


MEMBER SINCE DECEMBER 2023

Atousa Monjazeb DRE, NMLS, CLPF | Mortgage Lender & Professional Fiduciary

FULL CIRCLE FUNDING & GUARDIAN FIDUCIARY | WWW.GUARDIANFIDUCIARY.COM
ATOUSA@GUARDIANFIDUCIARY.COM | (858) 229-8636

About: I have a B.S. degree in Biology, and a Masters degree in Education of Math, Biology, and Health. I worked as a genetic scientist for 6 years then moved into the Finance industry upon starting a family. I worked as a mortgage lender for 18 years I expanded my services by becoming a Professional Fiduciary. I love helping people, and now as a Fiduciary, I can be of service in every way possible for my clients.

Specialties: Atousa is a senior mortgage lender who specializes in helping people find solutions when one seems to not exist. She is also a licensed Professional Fiduciary who can assist those needing help with any number of services ranging from becoming their trustee, agent of healthcare, assistance with their finances to trust distribution.

Quote: “Sometimes the most scenic roads in life are the detours you didn't mean to take.” — Angela Blount

Connect: Contact Atousa at atousa@guardianfiduciary.com or at (858) 229-8636!


MEMBER SINCE OCTOBER 2023

Sarah G. Montoya, CIMA®, QPFC | Corporate Retirement Director & Institutional Consultant

Morgan Stanley | Graystone Consulting|
SARAH.MONTOYA@MORGANSTANLEY.COM | (760) 602-3526

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About: Coming soon!

Specialties: Coming soon!

Quote: Coming soon!

Connect: Contact Sarah at Sarah.Montoya@MorganStanley.com or at (760) 602-3526 or visit her website below!


MEMBER SINCE MARCH 2018

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.