Korosh Ataei

Korosh Ataei is a dedicated financial advisor and partner at Apex Wealth & Risk Management, where he focuses on helping individuals and families take control of their financial futures. With a strong belief in education and transparency, Korosh works closely with clients to uncover gaps in their current strategies and create tailored plans for long-term success.

Korosh graduated from the University of Houston with a bachelor’s degree in Finance and holds both his Series 7 and Series 66 licenses. Known for his straightforward approach and deep commitment to client goals, he specializes in retirement planning, investment management, and risk mitigation. His mission is simple: to empower clients with the confidence and clarity they need to make smart financial decisions.

As the son of two Iranian physicians who came to America in pursuit of better opportunities, Korosh was raised with a deep respect for hard work, resilience, and education. Outside of work, he enjoys spending time with family and friends, trying new restaurants, watching movies, and finding the next great travel spot. He believes that balance and fulfillment in life are just as important as financial security—and he’s passionate about helping clients pursue both.