Ameriprise Financial Services
35yrs
Top advisor by experience in Poway
New
Amirali Ehsan
Financial advisor at World Investment Advisors
Amirali Ehsan is a fiduciary financial advisor in Poway, California, registered since Apr 2026. Amirali joined World Investment Advisors in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 41 advisors with offices in Poway, and one of 35 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office13475 Danielson Street, Suit 200, Poway, CA 92064
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$561,747
Advisors at the firm359
States licensed ?1 state
Services through World Investment Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2026 – nowWorld Investment Advisors, LLCCurrent firm
Contact Amirali
(800) 833-1862Firm headquarters in Lincroft, NJ. Ask for Amirali. 13475 Danielson Street, Suit 200Poway, CA 92064Office · Get directions LinkedIn pageWorld Investment Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Amirali
Tailored to Amirali’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amirali
How do I contact Amirali?
Call World Investment Advisors at (800) 833-1862 and ask for Amirali Ehsan. Amirali works from the Poway, CA office.
How long has Amirali been a financial advisor?
Amirali is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Amirali hold?
Series 65. Tap any license on this page to see what it allows.
Is Amirali a fiduciary?
Amirali is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amirali paid?
World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Amirali for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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