Emerald Blue Advisors

Your Dedicated Financial Advisor

Empowering you to take control of your financial future.

Our vision at Emerald Blue Advisors is to help empower our clients' financial futures through personalized and strategic retirement planning. We strive to be the boutique fiduciary investment advisor of choice, delivering tailored strategies, unwavering integrity, and comprehensive guidance that provides a stable and fulfilling retirement for each individual we serve. These core values and non-negotiable principles serve as the foundation of our business, guiding our actions and decisions as we assist clients in achieving their retirement goals.

Our Core Values

Integrity

Personalization

We uphold the highest ethical standards, always acting in the best interests of our clients and maintaining transparency in all our interactions.

Recognizing that each client's situation is distinct, we tailor our services to create customized retirement plans that reflect their specific circumstances and preferences.

Client-Centric Approach

Knowledge

Our clients' goals and aspirations drive everything we do. We are committed to understanding their unique needs and crafting strategies that align with their individual retirement objectives.

We believe in empowering our clients by sharing knowledge and insights, enabling them to make well-informed decisions about their retirement journey.

Expertise

We continuously enhance our knowledge and expertise in retirement planning and investment strategies, staying ahead of industry trends to provide the most relevant and effective advice.

Non-Negotiable Principles

Fiduciary Duty

Continuous Monitoring

We uphold the highest ethical standards, always acting in the best interests of our clients and maintaining transparency in all our interactions.

We uphold the highest ethical standards, always acting in the best interests of our clients and maintaining transparency in all our interactions.

Transparency

Empowerment

We uphold the highest ethical standards, always acting in the best interests of our clients and maintaining transparency in all our interactions.

We uphold the highest ethical standards, always acting in the best interests of our clients and maintaining transparency in all our interactions.

Diversification

We uphold the highest ethical standards, always acting in the best interests of our clients and maintaining transparency in all our interactions.

Confidentiality

We uphold the highest ethical standards, always acting in the best interests of our clients and maintaining transparency in all our interactions.

Rola Hajeb

Managing Director/Principal

CA#0C25355

With an unwavering passion for financial excellence, Rola embarked on her journey in the financial industry in 1997, fueled by a desire to empower clients in achieving their financial goals. Recognizing the intricate tapestry of financial planning, she thrives on orchestrating a harmonious collaboration among professionals to craft comprehensive strategies that transcend traditional boundaries.

Hicham Nasreddine, CFA, FLMI, FRM

Chief Investment Officer

With 30-plus years of professional experience marked by high standards of ethical conduct and professional competence, Hicham finds his niche in investment and risk management. Honest and caring, he is committed to always putting clients’ needs first and finds satisfaction designing the right strategies for his clients that aim to preserve their wealth and meet their retirement needs.

Jeff Lowe

ChFC®, CLU

CA#0B04849

Jeff brings 20+ years of financial services experience to the firm. Jeff has a bachelors’ degree in Business Administration from California State University at Fullerton and has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College of Bryn Marr, Pennsylvania. Jeff specializes in distribution strategies for pre-retirement and in-retirement clientele as well as asset protection. 

Kelly Perkins Herrera

Office Manager

CA#0I63281

With a rich background spanning nearly a decade in the financial services arena, Kelly Perkins brings a wealth of expertise to her role at Emerald Blue Advisors. Her journey commenced in 2008 with America's I.R.A. Centers, where she embarked on a path of continuous growth and excellence. Known for her unyielding commitment to professionalism, precision and punctuality, Kelly has consistently demonstrated an unwavering dedication to elevating client experiences.

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