Shima Salehi, CFP®

Shima is a Partner, Senior Wealth Advisor based in the Beacon Pointe Seattle office with more than two decades of experience advising high-net-worth and ultra-high-net-worth families, entrepreneurs, and business owners. She works closely with clients to build long-term relationships and provide comprehensive wealth management solutions, helping them navigate complex financial decisions involving financial planning, investment management, wealth transfer and estate planning, business-owner strategies, and credit solutions.

Prior to joining Beacon Pointe, Shima served as a Partner and Advisor with Summit Trail Advisors, where she established and led the firm’s Oregon office. Before that, she spent eight years with BNP Paribas/Bank of the West as a Senior Vice President and Key Client Advisor, advising ultra-high-net-worth clients throughout the Pacific Northwest and serving in leadership roles overseeing teams across Oregon, Washington, and Idaho. She began her career at Wells Fargo, where she spent ten years in various wealth management roles serving high-net-worth families. Shima received a Bachelor of Science degree in Business Administration with a major in Finance from Colorado Technical University. She holds the CERTIFIED FINANCIAL PLANNER® certification, FINRA Series 7, 24, 63, and 65 licenses, as well as Oregon Life and Health Insurance licenses.

Beyond her professional work, Shima has served on the board and finance committee of Ecotrust and as a member of the City of Lake Oswego Budget Committee. Outside of the office, Shima enjoys traveling, exploring the global food and wine scene, staying active, volunteering, and spending time with her husband and their two children.