Our Story

We understand hiring an advisory team is a significant and very personal decision. Get to know us a bit more by watching this video!

About Us

Promoting a positive and collaborative team culture is something we strongly believe in. Get a glimpse of our core principles and how our personal values may align with yours.

We believe your needs, values and personal beliefs are vital to how we plan for the future. It is our goal to continuously strive towards improvement and provide a high level of service to those who depend on us.

Learn about our approach to working with you and how we aim to develop a plan that is tailored to your unique situation.

Jeffrey celebrated his 60th birthday in January 2018 and the office surprised him with a “Happy Birthday” video montage with some of his old sportscasting footage.

Recent Vahanian Viewpoints Videos

Rising Inflation: Should Investors Be Concerned?

Over the last few months, we have witnessed an acceleration of a profound transition from a society in shutdown mode to one that is rapidly rebounding.

Investor Worries Are Rising.
What Should We Do Now?

Current investment conditions are far from perfect.
To stay on your game, here’s a few thoughts and a key question.

1st Quarter 2021 Newsletter

Investor Alert: Sector Rotation Is Upon Us!

Stocks Fell Big Time Over 2 Weeks

A look at factors that have led markets lower and what they suggest for what may be coming next.


ESG Investing

"G" in ESG Investing

Check out our fourth and final video of our ESG Investing Series: Jeffrey and Cameron discuss the “G” or Governance components of ESG Investing.

"S" in ESG Investing

Part Three of Our ESG Investing Series: Jeffrey and Cameron discuss the “S” or Social Factors to consider in ESG Investing.

The E in ESG investing: A look into environmental components. Part two of Jeffrey and Cameron’s discussion.

Jeffrey & Cameron discuss the history and evolution of ESG investing. Here is part one of our four-part video series where they dive into the intricacies and critical nature of ESG.

Cameron discusses the evolving sustainable investing industry – taking a close look at “ESG” factors and how such considerations seek to bring about positive change.

Our ESG Summary Video: Jeffrey and Cameron discuss foundational elements of ESG Investing and the many ways this genre of sustainable investing is growing.

Estate Planning

Beneficiary Designations are another crucial area of one’s estate planning. Check out what Vahanian Viewpoints has to say.

A critical element of one’s estate planning.


A look at the questions many investors are asking about election season and the current health pandemic.

We want to know what you would like us to talk about. Your suggestions are welcome! Find our contact information here.

Market & Economy

Check out our latest video where Jeffrey provides an end of year summary and 2021 outlook.

Two extremely different scenarios that could play out in the months ahead.

Important Investment Perspective For The Second Half of 2020.

A look at the three day market downturn that started after a June 8th high and what to do next.

Here is a look at the understandable temptation of market timing along with a mind blowing example of how dangerous it can be.

Jeffrey looks at one technical tool used to indicate levels of investor panic and how that might serve our own decision making.

Jeffrey helps make sense of how markets are priced on the short-term plus how different the pricing formula is long-term.

Jeffrey discusses the current coronavirus pandemic, our thoughts regarding investment approach and maintaining our poise.

Jeffrey and Cameron talk about subtle differences between weather vs. climate as it relates to financial markets and global economies.

Jeffrey and Cameron discuss how understanding market history can provide perspective and context for investor behavior and volatility.

Jeffrey discusses potential effects of inflation as well as ways to consider protecting your investments from a decrease in purchasing power.

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Vahanian is engaged, or continues to be engaged, to provide investment advisory services.

Please see Important Disclosure information.