Negin Banaei

Negin Banaei is a highly experienced Iranian mortgage and financial advisor based in Beverly Hills, California. With over 14 years of experience in wealth management and lending, she brings a deep understanding of both residential and commercial financial solutions to her clients.

Ms. Banaei’s professional expertise includes:

• Custom residential and commercial mortgage solutions
• Banking, credit, and lending strategies
• Retirement and investment advisory planning
• Estate and wealth transition planning
• Insurance and liquidity management
• Business succession planning

Her approach focuses on listening to each client’s unique needs and delivering tailored solutions that align with both short- and long-term financial goals. Whether you're a first-time buyer, refinancing, or looking to structure a complex loan, Ms. Banaei is known for her high-touch service and consistent results.

Negin most recently served as a Senior Private Client Advisor and Vice President at Bank of the West Wealth Management. There, she was responsible for managing the financial strategies of high-net-worth clients in the San Diego market.

Her prior roles include:

• Vice President and Premier Relationship Advisor at HSBC Securities
• Private Banker at Wells Fargo

Through these leadership positions, she has developed a robust network in Southern California and a trusted reputation for navigating complex financial challenges with clarity and integrity.

Negin Banaei attended the University of California, Davis, and earned her Bachelor of Science from Golden Gate University. Her academic background, combined with extensive on-the-ground experience, provides a strong foundation for helping clients achieve their real estate and financial objectives.

• English
• Persian (Farsi)

• Over 14 years of industry experience
• Specialized in complex lending and wealth planning
• Serves a wide range of clients including first-time buyers, investors, and high-net-worth families
• Trusted by major institutions and known for long-term client relationships

If you're seeking a Persian-speaking mortgage expert who understands both the financial landscape and the cultural nuances of the Iranian community in Beverly Hills, Negin Banaei is a premier choice.