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Wealth Advisor - Portfolio Manager

"I originally came into the wealth management business during perhaps the stock market's most popular period ever; the mid-eighties.  I was truly passionate about the Financial Markets but looking back over the years it is not at all the markets that have provided me with the best memories but rather the many relationships and strong friendships that have developed as a result of client interactions.  I've come to know some wonderful people and the beauty of it is that I will continue to meet more and this is why I love what I do."

Semir was born in 1952 in the then British Colony of the Sudan to a Sudanese diplomat and a British mother.  Although he has been a U.S. citizen and has lived in the U.S. for most of his life he spent his early childhood in (chronological order) Sudan, England, France, Germany and finally Washington D.C.  Although  Semir values the education and cultural enrichment he gained from his international travel, he wholeheartedly claims that nothing matches travelling throughout the United States, citing Washington D.C., New York, Boston, Seattle, Phoenix, Hawaii, and of course his home state of California as his favorites. 

Professional Experience

Semir is a Wealth Advisor, Portfolio Manager, and Investment Advisor Representative for Select Portfolio Management Inc. He is also the FINRA Municipals Principal, a Registered Principal and a Registered Representative (Series 53, 24, 7, and 63) with Securities Equity Group, member FINRA & SIPC. 

Before becoming a stockbroker in 1987, Semir was the national product manager for a domestic manufacturer of quality control instruments for the machine tool and electronics industry.  It was in that capacity that he was afforded the opportunity to travel to almost every state in the Union and during that time he visited and spent time at many of the great American companies.  Semir credits this experience as an inspiration to study successful companies and evaluate the potential for their respective stocks. 

In 1991, Semir joined AJA Financial Planners, Inc. a Registered Investment Advisory firm.  Semir hosted a weekly radio show called "Lifespan Planning Hour", which he devoted to educating listeners and providing them with sound tools and methods for selecting stocks.  In addition, Semir was the Writing Director for Tony Amaradio's television program on KWHY, (Business Channel 22).  Several years after joining the firm, Semir became the Director of Securities, where he was responsible for in-depth analysis of stock portfolios.  Semir joined SPM in 2005 and in his current capacity leverages over 30 years experience to employ a broader, more integrated and comprehensive method as part of his client needs based approach.

Securities offered through Securities Equity Group | Registered Broker-Dealer
Member FINRASIPC

Education

  • BA, Sociology - California State University Long Beach, Long Beach, California

Contact Semir at

  • 26800 Aliso Viejo Pkwy., Suite 150, Aliso Viejo, CA, 92656
  • Tel:   (800) 445-9822, (949) 975-7900
  • Fax: (949) 900-8181