Book a discovery call

Help us understand a little more about you and why you are seeking advice. We will share our approach and give you a chance to ask any burning questions upfront. From here we can suggest the Penny Strategy Session most aligned to your needs.

It’s Simple.

We’re
Invested in
  Your Success.

We genuinely care about helping you reach your financial goals. Your success is our priority—every step of the way.

It’s Simple.

We’re
Invested in
Your Success.

We genuinely care about helping you reach your financial goals. Your success is our priority—every step of the way.

About Success

We believe people deserve better—better strategies, better financial insights, and better outcomes for both their immediate and long-term goals. Our mission is to work alongside you, guiding you to make smart, strategic decisions that enhance your financial future.

At Equity Asset Managers , our consulting approach is built on informed, competitive strategies tailored specifically to your needs. It’s not just about finance; it’s about empowering you to achieve the life you envision, with the best possible outcomes at every step.

We are in the business of transforming lives for the better.

Equity Asset Managers is built on expertise and a relentless drive to keep learning and evolving.

For us, it's all about authenticity—in how we work and in the relationships we build with our clients.

In the world of financial consulting, timing is everything.

“Working with Equity Asset Managers has been transformative for my financial outlook. They helped me gain a clear understanding of where my money goes, ensuring I can enjoy the lifestyle I want while still achieving my financial goals.”

Nicole Fry | EQUITY ASSET MANAGERS TESTIMONIAL

About our founder

Meet Parsa Shirvani

The visionary Founder, Director, and Senior Consultant at Equity Asset Managers, has been transforming the world of financial consulting. With years of experience, Parsa consistently turns challenges into opportunities for his clients. Specializing in residential, commercial, and development consulting, he empowers individuals and businesses to achieve their financial goals. Known for his strategic mindset and dedication to his clients’ success, Parsa is passionate about continuous growth and innovation. His principle motto: “Fortune favors the bold, boldness with preparation is unstoppable.”

About our founder

Meet Parsa Shirvani

The visionary Founder, Director, and Senior Consultant at Equity Asset Managers, has been transforming the world of financial consulting. With years of experience, Parsa consistently turns challenges into opportunities for his clients. Specializing in residential, commercial, and development consulting, he empowers individuals and businesses to achieve their financial goals. Known for his strategic mindset and dedication to his clients’ success, Parsa is passionate about continuous growth and innovation. His principle motto: “Fortune favors the bold, boldness with preparation is unstoppable.”

Peter

Senior Financial Consultant

With nearly five years of experience in residential, commercial, and strategic financial consulting, Peter. is passionate about guiding first-time investors, business owners, and affluent clients toward their financial goals. Known for his unwavering dedication and expertise, Peter consultative approach ensures clients feel empowered throughout the process. Outside of work, he enjoys dining out and spending time with his dogs, Max and Bella. His motto: “Empowerment through knowledge is the key to success.”

Victoria

Business Strategy Advisor

Victoria with a strong background in business and finance to become an invaluable asset to Equity Asset Managers. Known for her sharp strategic insights, she specializes in helping businesses scale and optimize their operations. Victoria’s work ethic and attention to detail ensure that every client is positioned for long-term success. When she’s not advising clients, Victoria enjoys traveling and staying active. Her motto: “Strategy without action is just a dream.”

Olivia

Client Success Manager

Olivia. plays a critical role in making sure every client’s journey with Equity Asset Managers is seamless. With a background in project management and finance, she’s the go-to person for coordinating all consulting efforts and ensuring the best possible outcomes. Known for her detail-oriented approach, Olivia ensures every step is smooth and organized. She enjoys yoga and volunteering in her free time. Her guiding principle: “Excellence is in the execution.”

Danielle

Consulting Assistant

Energetic and dedicated, Danielle. is currently pursuing her Bachelor in Business while assisting the consulting team at Equity Asset Managers. As a key player in gathering and organizing essential documents for client projects, Danielle’s attention to detail helps ensure a smooth process. Outside of work, Danielle is a catholic charity representative and brings that same drive and commitment to everything she does. Her motto: “Success is built one step at a time.”

Leonard

Financial Analyst

With a strong analytical background, Leo. is known for providing data-driven financial insights that help clients make smart, informed decisions. Whether it’s assessing financial trends or crafting tailored strategies, Leo’s expertise ensures that clients are on the right path to success. Outside the office, Leo is dedicated to fitness and enjoys spending time with his dog, Rocco. His motto: “Numbers don’t lie, but they need context.”

Michael

Operations Specialist

Michael. is the operational powerhouse behind multi-party projects at Equity Asset Managers. Known for his exceptional communication and coordination skills, Michael makes complex projects run like clockwork. With a background in project management and business advising, Michael excels at removing stress from even the most intricate projects. He is an avid traveler and fitness enthusiast, balancing work with personal training sessions. His motto: “Master the process, and the results will follow.”

Sara C

Commercial Finance Consultant

With seven years of experience in non-conforming and private lending, Sara C. specializes in developing creative financial solutions for complex cases. She has helped prevent over 400 home repossessions and saved a client $20k monthly through innovative debt consolidation. Known for her empathy and ingenuity, Sara enjoys gaming and spending quality time with her loved ones when she’s not working. Her motto: “Every challenge is an opportunity in disguise.”

Rachel P

Executive Assistant

As the Executive Assistant to the leadership team, Rachel P. ensures that everything runs smoothly behind the scenes at Success 360 Global. Her organizational skills and proactive mindset keep the team on track, allowing them to focus on delivering exceptional consulting services. Outside of work, Rachel enjoys farm life with her partner and their pup, always on the lookout for the best deals. Her mantra: “Efficiency is doing things right; effectiveness is doing the right things.”