Sherry Pourkian

Born and raised in Esfahan, Iran, I graduated with a BA in English Literature, where I developed a deep appreciation for understanding people and their goals. This passion led me to a career where I could help others achieve their aspirations.

I began my professional journey in Tehran as a Commercial Department Office Manager at one of the largest construction companies in the Middle East. This role allowed me to hone my organizational and analytical skills while expanding my network and understanding complex business environments.
My move to Dubai introduced me to a new set of challenges and opportunities. Working as a secretary at the Iranian Business Council, I had the privilege of assisting senior businessmen and gained insights into high-level decision-making and strategic planning. This experience reinforced my commitment to helping individuals navigate their financial futures.

In 2016, my family and I relocated to Walnut Creek, California, following a green card lottery win. Here, I became deeply focused on securing a bright future for my son, which sparked my interest in investment planning. This personal drive led me to collaborate with Michelle and Nathan, where I now dedicate my efforts to helping clients plan for their financial futures.

By combining my diverse background in business management, strategic support, and a personal commitment to financial planning, I offer a unique perspective in investor advising. My goal is to leverage these experiences to assist clients in achieving their financial goals and securing their futures.