Tricia Littman, First Vice President, U.S. Private Banking/Wealth Management & Sahar Shadsirat, Vice President, U.S. Private Banking
- Edited byLaura Watts
9401 Wilshire Blvd. Suite 600 Beverly Hills, CA 90212 | 310-860-6358 | IDBbank.com
IDB Private Bank is the wealth management arm of IDB Bank. In business for nearly five decades, IDB delivers highly individualized attention through its knowledgeable and experienced wealth management advisory team. First vice president Tricia Littman has worked for more than 12 years in the wealth management field, for both large and regional institutions. She is a graduate of the Cannon Financial Institute and is securities licensed and insurance licensed.
What would you like potential clients to know about you?
“We understand the constantly changing needs of our clients and their unique requirements. We are highly responsive to those needs and help you to meet your financial goals with proactive consulting to help build your wealth, preserve your assets and provide for your heirs—thereby protecting your legacy.”
What’s one trend that is changing or defining the financial industry today?
“People are finding more value in having a close financial advisor—one who understands where they have been, where they are now and where they are going. Knowing you have a financial partner committed to your success is powerful peace of mind.”
What is the biggest benefit that your clients gain from working with you?
“Our passionate approach to make a difference in the financial lives of our clients is truly the biggest benefit. We respond to each need with thoughtful, detailed solutions. Can you say your financial institution cares about the yield you are earning on your cash? We do. With deposit solutions and products designed to serve clients’ desires for a better yield, we feel it is a true honor to assist our clients reach their life goals. For me and our team, it’s personal.”
How do you give back to your community?
“IDB Bank is steadfast in its commitment to our communities. It is an integral part of wealth management and teaching the next generation about philanthropy. We support organizations around the country, and many of our wealth team members give their time tirelessly to many worthy charities and support organizations. My daughter and I proudly serve Las Madracitas/ Las Ninas, which not only gives financial support but also collectively volunteers thousands of hours for The Los Angeles Orthopedic Hospital and the South Bay Community.”
The medical team at The Health & Wellness Center @ BCO helps patients find the path to their best life.