Kayvon Salafian

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 03/2020
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 09/2017 → 03/2020
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 05/2015 → 09/2017
  Capfinancial Securities
  Santa Barbara, CA
• 08/2021 → Present
  Pensionmark Financial Group
  Santa Barbara, CA
• 09/2020 → Present
  Sourjohn-Kim Retirement Services
  San Ramon, CA
• 03/2020 → 09/2020
  Matthews & Company
  Santa Barbara, CA

Previous Registrations

• 2020-01-02 → 2020-03-13
  World Investment Advisors, Llc
  Santa Barbara, CA
  Lincroft, NJ

Other Businesses

1. Kayvon Salafian LLC; Non-Investment Related; 4270 Carpinteria Ave #4, Carpinteria, CA 93013; Tax Consulting; Owner; 9/1/2011; 40 hours per month; 10 hours during trading hours; tax consulting, compliance and planning 2. Kayvon Salafian LLC (Kayvon Salafian, MBA); Non-Investment Related; 4270 Carpinteria Ave #4, Carpinteria, CA 93013; Tax Consulting; Owner; 9/1/2011; 20 hours per month, 5 hours during trading hours; Business development, tax consulting, tax compliance, and tax planning for clients looking for accounting an general business consulting services, including outsourced CFO support and development of their business through general operational and sales consulting. There are not service offerings that include broker/dealer or registered investment adviser services of any kind. 3. Social Sensei LLC; Non-Investment Related; 4270 Carpinteria Ave #4, Carpinteria, CA 93013; Tax & Bookkeeping Services; Chief Financial Officer; 1/1/2019; 2 hours per month; 0 hours per month; tax consulting & tax compliance for Social Sensei. Bookkeeping services also included. There are no service offerings that include broker/dealer or registered investment adviser services of any kind. 4. BloomJoy, Inc. (FONDO); Non-Investment Related; 721 Bay Street, San Francisco, CA 94109; Tax & Bookkeeping Services; Chief Business Officer; 3/31/2020; 20 hours per month; 5 hours during trading hours; Business Development, tax consulting, and tax compliance for Fondo clients looking for accounting services including outsourced CFO support. Business development for Fondo of their business through general operational and sales consulting. There are no services offerings that include broker/dealer or registered investment adviser services of any kind. 5. Kayvon Salafian; Non-Investment Related; P.O. Box 30192, Santa Barbara, CA 93130; Ticket Sales; Owner; 09/2014; 2 hours per month; 0 hours during trading hours; Owner of 49ers season tickets that are often sold. 6. Woodsboro Advisors DBA Santa Ynez Valley Tax Professionals; Non-Investment Related; 3568 Sagunto Street, Suite H, Santa Ynez, CA 93460; Tax Planning, Tax Compliance & Consulting; President & CEO; 9/1/2014; 80 hours per month; 40 hours during trading hours; Owner of tax firm, overseeing operations, tax compliance and planning, bookkeeping, accounting, resolutions, payroll, and consulting services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-27

Other Names

• Kaywan Salafian
• Kwan Salafian