Iranian Financial Advisor in Irvine
About The Advisor
Sina Soltani, CRES, is a dedicated Financial Advisor who blends analytical thinking, ethical practice, and a client-first mindset to help individuals and businesses achieve long-term financial clarity. With more than a decade of experience in the financial services industry, he is committed to delivering thoughtful, customized strategies designed to support clients at every stage of their financial journey.
Focusing on comprehensive financial planning, Sina provides a holistic approach that integrates investment strategies, retirement planning, risk assessment, and ongoing portfolio guidance. His goal is to ensure clients feel supported and informed as they work toward building a stable and secure financial future.
Sina leverages his academic foundation — a Bachelor of Arts in Business Economics from the University of California, Santa Barbara — along with practical expertise to provide financial planning services that reflect both analytical precision and real-world understanding. He is known for his clear communication style, ethical standards, and commitment to delivering high-quality service.
Outside of his professional work, Sina enjoys golfing, snowboarding, and playing ice hockey. His diverse interests and balanced lifestyle help him connect with clients on a personal level, creating trust-based relationships built on respect and long-term partnership.
Areas of Focus
- Financial Planning Services
- Portfolio Management for Individuals and Small Businesses
- Portfolio Management for Investment Companies
- Portfolio Management for Institutional or Corporate Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars and Workshops
Licenses & Qualifications
- Series 7
- Series 63
- Series 65
- California Life & Health License
- CA Insurance License #0H62578
- B.A. in Business Economics, UC Santa Barbara
