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Fera Shivaee

Fera Shivaee​

Fera Shivaee

Financial Advisor

With over 30 years of experience in the financial services industry, Fera is a trusted advisor to business owners, corporate executives & affluent individuals and families. Know for her personalized approach, she specializes in helping clients navigate complex financial decisions with confidence and clarity. Her deep knowledge, integrity, and long-term commitment to client success have earned her a reputation as a reliable partner in achieving financial goals. Whether guiding retirement planning, wealth management, or legacy planning strategies, Fera is dedicated to building lasting relationships and delivering tailored financial solutions that stand the test of time. Fera’s mission has always been: to empower every client’s financial future.

We are a boutique wealth management firm focused on helping affluent individuals to incorporate tax planning strategies while they accumulate, distribute, and transfer their wealth.

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Stuart J. Spivak, Mark T. Woodfield, Michael Hollar, Branden Barrom, and Michael Mullen are licensed to sell insurance. Securities and advisory services are offered through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor.  Supervisory Branch: 2300 East Katella Avenue, Suite 200, Anaheim, CA 92806 Phone: (714) 456-1790.  The Spivak Financial Group and Centaurus Financial, Inc. are not affiliated. Neither The Spivak Financial Group or Centaurus Financial, Inc. offer tax or legal advice.  This message is intended for residents of the United States of America in certain States only.  Please check with us to ensure we are registered in your state. We are proud to be a Broker’s Check registered financial advisor firm.  FINRA’s BrokerCheck. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Spivak Financial Group to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. We do not sell or share your personal information.

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