Iranian Financial Advisor in Arizona
About the Advisor
Omeed Assadi, CFP®, is a highly experienced and credentialed financial professional with nearly two decades of expertise in investment management, wealth planning, and client advisory services. As a CERTIFIED FINANCIAL PLANNER® certificant, Omeed is committed to helping individuals and families achieve long-term financial security through personalized, data-driven strategies.
With a foundation in both finance and science, Omeed’s unique background in Biomedical Sciences from Arizona State University gives him an analytical and disciplined approach to financial planning. His mission is to simplify complex financial decisions, empower clients with knowledge, and guide them toward achieving financial independence.
Financial Credentials
- CERTIFIED FINANCIAL PLANNER® (CFP®) Certificant
- Series 7, 63, and 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
Omeed brings 19 years of professional experience in the financial services industry, with a strong record of helping clients navigate investments, retirement planning, and risk management. His professional journey includes:
- VP – Financial Consultant, Charles Schwab (2017–present)
- Registered Representative, Charles Schwab (2013–2017)
- Business Banker, Wells Fargo (2012–2013)
- Banker, Wells Fargo (2006–2012)
Education
Omeed earned his Bachelor of Science in Biomedical Sciences from Arizona State University. His scientific background contributes to his methodical and results-oriented approach to financial analysis and planning, ensuring that every recommendation is grounded in research and strategic insight.
