Four Keys Wealth Management is a team of experienced financial advisors based in Pasadena, CA. With a focus on high-net-worth families, corporate executives, and professional individuals, they provide customized strategies to help clients pursue their financial goals. Led by Melinda Diehl-Carmichael, a Senior Vice President with 40 years of experience, the team utilizes their Four Key process to create well-designed Wealth Plans that consider liquidity, longevity, and legacy. They also collaborate with clients' other advisors, such as CPAs and attorneys, to ensure an integrated approach. Recognized for their expertise, Four Keys Wealth Management has received industry accolades, including being named Forbes America's Top Women Wealth Advisors and Best-in-State Wealth Advisors.
Sean Jahan, another Senior Vice President at Four Keys Wealth Management, brings his expertise in asset allocation and retirement income planning to help clients manage their wealth. With designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Certified Investment Management Analyst (CIMA), Sean's knowledge and dedication to ongoing education benefit his clients. He emphasizes the importance of proper portfolio construction, using risk metrics and behavioral finance to navigate each client's unique situation. Sean and his wife Diana enjoy outdoor activities and exploring new restaurants with friends and family.
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