Iranian Financial Advisor in Irvine
About the Advisor
Haddy Homampour, CFP®, is the President and Director of Financial Planning at Parkview Wealth Advisors and has been delivering informed, comprehensive, and customized financial planning solutions for more than 15 years. As a Certified Financial Planner™ professional, Haddy is dedicated to helping clients gain clarity, structure, and confidence in their financial lives through personalized, goals-based planning.
Haddy founded Parkview Wealth Advisors with a commitment to building deep, long-term relationships and maintaining a firm that places client interests above all else. His planning philosophy centers on understanding a client’s full financial picture — from investments and risk management to retirement planning, tax strategies, and long-term wealth preservation. His approach is both analytical and empathetic, blending technical knowledge with genuine care for each client’s success.
Experience & Background
Before founding Parkview Wealth Advisors, Haddy served as Vice President of Financial Planning and Client Strategy at CI Surevest Private Wealth. His earlier roles at Wells Fargo and UBS helped shape his comprehensive approach, blending institutional-level expertise with personalized service.
Haddy holds an undergraduate degree from California State Polytechnic University, Pomona, and completed the Personal Financial Planner Program at the University of California, Irvine. His professional background spans advanced financial planning, cash-flow analysis, wealth management strategy, portfolio design, and integrated financial decision-making.
Services & Areas of Expertise
- Comprehensive financial planning
- Retirement planning & income strategies
- Wealth management & portfolio construction
- Tax-efficient financial strategies
- Risk management & insurance planning
- Long-term goal planning for families and professionals
Personal Life
Outside of his work as a financial advisor, Haddy is an active member of the community and deeply values time with his wife and two sons. He enjoys living a healthy and active lifestyle, frequently hiking in Yosemite and participating in various sports and outdoor activities. His personal philosophy reflects balance, family, and meaningful contribution — values that carry into his professional relationships and the guidance he provides to clients.
