برنامه‌ریزی مالی

Financial Planning

Filter by:
All Locations
All Locations Arizona | مشاور مالی ایرانی در آریزونا Beverly Hills | مشاور مالی ایرانی در بورلی هیلز Calgary | مشاور مالی ایرانی در کلگری California | مشاور مالی ایرانی در کالیفرنیا Canada | مشاور مالی ایرانی در کانادا Irvine | مشاور مالی ایرانی در ارواین Los Angeles | مشاور مالی ایرانی در لس آنجلس Newport Beach | مشاور مالی ایرانی در نیوپورت بیچ Orange County | مشاور مالی ایرانی در اورنج کانتی San Diego | مشاور مالی ایرانی در سن دیگو San Francisco | مشاور مالی ایرانی در سانفرانسیسکو San Jose | مشاور مالی ایرانی در سن خوزه Toronto | مشاور مالی ایرانی در تورنتو Vancouver | مشاور مالی ایرانی در ونکوور Virginia | مشاور مالی ایرانی در ویرجینیا
avatar
Contact

Betty Azmoon بتی آزمون

Joined 11/16/2025
Financial Planning | برنامه‌ریزی مالی
Orange County | مشاور مالی ایرانی در اورنج کانتی
Orange County | اورنج کانتی

Iranian Financial Advisor in Orange County About the Advisor Betty E. Azmoon, the Owner and Founder of Griffin Financial, LLC, is a seasoned financial advisor with over 28 years of experience guiding clients through complex financial decisions. Betty’s primary mission is to empower her clients to make confident, informed choices that align with their long-term goals. Her expertise spans financial planning, wealth management, retirement strategies, lending, and credit management, enabling her to offer a holistic approach to each client’s financial picture. Throughout her career, Betty has worked with individuals in pivotal life stages, such as entering retirement, navigating post-divorce finances, or managing life after widowhood. These clients often face uncertainty and fear regarding their financial future. Betty’s approach prioritizes understanding their unique circumstances, building confidence, and providing clear guidance on their options. Key aspects of Betty’s practice include: Asking thoughtful and precise questions to fully understand each client’s financial situation. Providing clear, actionable advice and comprehensive financial planning tailored to individual goals. Leveraging decades of experience in investment planning, retirement strategies, and credit management. Ensuring clients feel understood, empowered, and confident in their financial future. Betty holds a variety of certifications and licenses that reflect her commitment to professional excellence, including: Certified Divorce Financial Analyst® Securities Licensed: Series 6, 7, 24, 63, and 66, Registered Principal California Insurance License: 0784520, including Life Insurance Services Membership in the Association of Divorce Financial Planners (ADFP) Membership in the International Academy of Collaborative Professionals (IACP) Membership in the National Association of Certified Mediators (NACM) As the owner of Griffin Financial, LLC—a registered investment advisory firm—Betty provides financial planning and consulting services independently. Her firm operates as a separate legal entity and is not affiliated with LPL Financial, although Betty is also a registered principal with LPL Financial, through which she offers securities and advisory services. Betty’s approach is rooted in personalized attention, analytical precision, and a genuine commitment to client well-being. She guides clients through complex financial landscapes with clarity and professionalism, helping them navigate critical decisions confidently. Whether planning for retirement, managing investments, or seeking guidance on financial matters during life transitions, Betty ensures that each client receives the highest standard of care and expertise. Outside of her professional work, Betty enjoys spending time with her husband Ali, her friends and family, and her two beloved cats, Leyla and Booboo. She combines a passion for life with her dedication to financial excellence, reflecting her belief that a balanced approach to personal and professional fulfillment is key to long-term success.

avatar
Contact

Amir Monsefi امیر منصفی

Joined 11/15/2025
Financial Planning | برنامه‌ریزی مالی
Beverly Hills | مشاور مالی ایرانی در بورلی هیلز
Beverly Hills | بورلی هیلز

Iranian Financial Advisor in Beverly Hills About The Advisor Amir Monsefi, CEPA, CPFA, SE-AWMA™, CPWA®, is the Co-Founder, CEO, CIO, and Chief Compliance Officer of AIRE. With over 30 years of experience in the financial services industry—including more than 20 years in management—Amir combines deep expertise with a passion for leadership and innovation. He creates and manages investment portfolios, develops and coaches financial advisors, and oversees the day-to-day operations and growth of the firm. Experience & Background Before founding AIRE, Amir served as Senior Resident Director at Merrill Lynch’s Century City, California office, supervising over 55 financial advisors. He has also held leadership and advisory roles at UBS and TD Ameritrade. Amir’s extensive experience in wealth management and management enables him to deliver exceptional guidance and client-focused strategies. Education & Credentials BA in Psychology, Brandeis University MBA, The Anderson School at UCLA (Finance & Entrepreneurship) Certified Private Wealth Advisor® (CPWA®) Certified Exit Planning Advisor (CEPA) Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) Certified Plan Fiduciary Advisor (CPFA) Philosophy & Approach Amir is dedicated to delivering optimal experiences for both clients and colleagues. He emphasizes personalized wealth management strategies, hands-on guidance, and coaching for financial advisors to ensure clients receive holistic, high-quality service. He believes in ongoing education and applying best practices from across the industry to provide superior financial outcomes. Personal Life An avid traveler and outdoor enthusiast, Amir has visited all 50 U.S. states and five continents. He is fluent in English and Farsi, proficient in French, and enjoys waterskiing, golf, tennis, pickleball, fencing, ice hockey, and poker. Amir spends quality time with his wife, Melissa, and children Kameron, Chloe, and Kylie, while actively giving back to the community through charitable contributions and volunteer work.

avatar
Contact

Haddy Homampour هادی همام پور

Joined 11/15/2025
Financial Planning | برنامه‌ریزی مالی
Irvine | مشاور مالی ایرانی در ارواین
Irvine | ارواین

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.

avatar
Contact

Sina Soltani سینا سلطانی

Joined 11/15/2025
Financial Planning | برنامه‌ریزی مالی
Irvine | مشاور مالی ایرانی در ارواین
Irvine | ارواین

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

avatar
Contact

Sogol Behrouz سوگل بهروز

Joined 11/15/2025
Financial Planning | برنامه‌ریزی مالی
Orange County | مشاور مالی ایرانی در اورنج کانتی
Orange County | اورنج کانتی

Iranian Financial Advisor in Orange County About The Advisor Sogol Behrouz is a dedicated financial advisor providing investment management and comprehensive financial planning services to individuals, families, and small businesses across Orange County. With a strong commitment to placing each client’s goals and objectives at the center of every strategy, she brings clarity, structure, and long-term vision to the financial planning process. Sogol holds several key industry licenses—Series 7, Series 63, Series 65, and the California Life & Health Insurance License—which allow her to deliver a broad range of advisory, investment, and insurance solutions. Her personalized approach ensures that every client receives guidance tailored to their specific needs and financial aspirations. Whether helping clients build their portfolios, plan for major life milestones, or prepare for retirement, Sogol combines technical expertise with a genuinely supportive, educational approach. She believes that financial empowerment comes from transparency, clear communication, and long-term partnership. Services Comprehensive financial planning Portfolio management for individuals and small businesses Portfolio management for investment companies Portfolio management for institutional and corporate clients Pension consulting services Selection and evaluation of third-party investment advisers Educational seminars and financial workshops

avatar
Contact

Ramin Naghshineh رامین نقشینه

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Newport Beach | مشاور مالی ایرانی در نیوپورت بیچ
Newport Beach | نیوپورت بیچ

Iranian Financial Advisor in Newport Beach About the Advisor Ramin Naghshineh, CFP®, CRPC™, CTFA, is a licensed Financial Solutions Advisor with Merrill in Newport Beach. Ramin provides personalized financial advice, investment strategies, and portfolio management tailored to each client’s unique goals and risk tolerance. His client-focused approach emphasizes clear guidance, practical solutions, and ongoing support to help clients pursue their investing and wealth-building objectives. Ramin works closely with clients to understand their financial goals, taking into account both short- and long-term priorities. He offers guidance on portfolio construction, investment strategies, and ongoing monitoring to ensure plans remain aligned with changing market conditions and life circumstances. In addition to his professional expertise, Ramin enjoys spending quality time with his family, playing chess, and practicing yoga, reflecting a balanced approach to both life and financial planning. Areas of Focus Investment Strategy and Portfolio Management Financial Planning and Advice Retirement Planning Holistic Wealth Management Client Education and Goal Alignment

avatar
Contact

Hormoz Aslani هرمز اصلانی

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Los Angeles | مشاور مالی ایرانی در لس آنجلس
Los Angeles | لس آنجلس

Iranian Financial Advisor in Los Angeles About the Advisor Hormoz Aslani is a seasoned Financial Advisor with over 20 years of experience helping high-net-worth individuals, families, and businesses build, manage, protect, and transition their wealth. Using a full balance sheet approach, Hormoz focuses on the four cornerstones of wealth: banking/credit, investments, risk/insurance, and trust/fiduciary services. He works closely with a team of financial professionals to ensure comprehensive and tailored strategies for each client. Hormoz begins by listening carefully to his clients to understand what matters most to them. He then provides specific, independent, and cost-effective recommendations explained in clear, plain English. Recognizing that life events can shift priorities, Hormoz reviews plans regularly and updates strategies as needed to keep clients on track. After more than a decade in the industry, Hormoz returned to school to earn his Master of Business Administration, enhancing his expertise and refining a well-rounded planning approach. Fluent in English, Farsi, and Assyrian, he is able to provide a holistic, culturally aware financial planning experience to a diverse clientele. Beyond his professional work, Hormoz is passionate about helping families achieve financial goals, advocating for animal rights, and fostering unconditional care for all living beings. In his free time, he enjoys playing ping pong and proudly considers himself a master of the game. Areas of Focus Wealth Management and Transition Planning Banking and Credit Strategies Investment Planning Risk Management and Insurance Trust and Fiduciary Services Holistic, Client-Centered Financial Planning

avatar
Contact

Paul Taghibagi پیام تقی بیگی

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Los Angeles | مشاور مالی ایرانی در لس آنجلس
Los Angeles | لس آنجلس

Iranian Financial Advisor in Los Angeles About the Advisor Paul Taghibagi, CFP®, AIF®, is a Senior Partner with SEIA and one of the four founding partners of the firm. With a career in financial services dating back to 1990, Paul brings decades of experience in delivering tailored financial guidance and wealth management strategies. Paul and his team at SEIA combine sophisticated, unbiased financial advice with a high-touch, client-focused approach. They are committed to building meaningful relationships with clients, acting as trusted financial confidants, and collaborating with a team of specialists to create and implement customized wealth plans. Approach & Philosophy The Taghibagi team works closely with clients to clarify their financial goals and develop disciplined strategies to meet both short-term and long-term objectives. They emphasize the importance of both capital preservation and growth, guiding clients through various market conditions while proactively addressing all aspects of wealth management. Professional Background Senior Partner, SEIA Founding Partner, SEIA Registered Representative, Signature Estate Securities, Inc. Certified Financial Planner (CFP®) Accredited Investment Fiduciary (AIF®) Client Focus Paul specializes in providing personalized financial solutions, helping clients navigate complex investment decisions, and supporting families, business owners, and individuals in achieving their financial goals. His team’s client-first approach ensures thoughtful planning and consistent guidance across all market cycles.

avatar
Contact

Susie Emami سوزی امامی

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Los Angeles | مشاور مالی ایرانی در لس آنجلس
Los Angeles | لس آنجلس

Iranian Financial Advisor in Los Angeles About the Advisor Susie Emami is a Senior Vice President and Private Wealth Advisor who brings a thoughtful and compassionate approach to wealth management. With years of experience across the financial and investment industry, she is dedicated to guiding clients—particularly women—through complex financial transitions with confidence, clarity, and empowerment. Susie’s career spans key leadership and advisory roles, including her time as a Financial Advisor at AllianceBernstein, in Business Development at KLS (a division of Boston Private), and as a member of the Investment Committee at SCI-Arc Institute of Architecture. She combines technical financial expertise with emotional intelligence to help clients make informed, values-driven financial decisions. Education & Background MBA, Marshall School of Business, University of Southern California BA, University of California, Los Angeles Experience Senior Vice President, Private Wealth Advisor, Capital Group Private Client Services Financial Advisor, AllianceBernstein Business Development, KLS (a division of Boston Private) Investment Committee, SCI-Arc Institute of Architecture Who I Work With Susie often works with clients experiencing significant life transitions—whether personal, professional, or financial. She is deeply passionate about helping individuals, especially women, achieve financial freedom and long-term security. Her goal is to provide not only expert financial guidance but also a supportive space for clients to express their emotions, fears, and aspirations during key turning points in their lives. Philosophy & Approach Susie believes in connecting with her clients on a deeply personal level, offering a blend of empathy, insight, and actionable financial solutions. She helps clients move from uncertainty and stress toward clarity, stability, and confidence about their future. Her approach is built on trust, transparency, and a genuine commitment to doing what’s best for each client’s long-term success. Why She’s at Capital Group Private Client Services Susie chose Capital Group Private Client Services because of its culture of integrity, collaboration, and client-first values. The firm prioritizes doing what’s right for clients and their families across multiple generations—not merely managing assets, but helping them grow, preserve, and protect wealth in alignment with their goals and legacy.

avatar
Contact

Ali Yavari علی یاوری

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Newport Beach | مشاور مالی ایرانی در نیوپورت بیچ
Newport Beach | نیوپورت بیچ

Iranian Financial Advisor in Newport Beach About the Advisor Ali Yavari, CRPC®, is a seasoned financial advisor based in Newport Beach. He helps individuals, families, and business owners design personalized financial plans that align with their long-term goals and risk tolerance. Ali focuses on retirement planning, tax-aware investment strategies, estate conservation, and tailored solutions for business owners and plan sponsors. Ali’s approach is client-first and goal-driven: he listens to each client’s priorities, builds clear, actionable plans, and conducts regular reviews to keep strategies aligned with changing life circumstances. His guidance emphasizes practical, tax-efficient solutions and thoughtful risk management to help clients pursue long-term financial security and legacy preservation. Services Group Benefits (401(k) and other employer-sponsored plans) Business Succession Planning Asset Allocation Strategies Estate Conservation Strategies Investment Strategies Philanthropic Gift Strategies What You Can Expect Personalized one-on-one planning tailored to your goals Clear implementation roadmaps and periodic reviews Practical, tax-aware investment and retirement solutions Focused guidance for business owners and plan sponsors

avatar
Contact

Abbas Khoshnevissan عباس خوش نویسان

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
San Francisco | مشاور مالی ایرانی در سانفرانسیسکو
سانفرانسیسکو | San Francisco

Iranian Financial Advisor in San Francisco About the Advisor Abbas Khoshnevissan has been serving clients in the financial services industry since 1987. With nearly four decades of professional experience, he is fully dedicated to helping individuals achieve their financial goals through thoughtful investment planning tailored to their long-term objectives and risk tolerance. His extensive background, developed through multiple market cycles and economic shifts, enables him to build well-structured, balanced portfolios designed to meet each client’s unique needs. Abbas’s approach emphasizes clarity, communication, and personalized strategies. By aligning investment planning with life goals, he helps clients gain a deeper understanding of their financial picture and make informed decisions with confidence. Whether navigating retirement planning, wealth management, or market volatility, Abbas focuses on delivering steady, practical advice rooted in experience and integrity. His practice is based on developing strong, long-term relationships with clients—built on trust, transparency, and consistent follow-up. Abbas believes that a sound financial plan is more than numbers; it’s about helping people live with financial peace of mind and security for their families and future generations.

avatar
Contact

Delbar Jahanian دلبر جهانیان

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
San Jose | مشاور مالی ایرانی در سن خوزه
سن خوزه | San Jose

Iranian Financial Advisor in San Jose About the Advisor Delbar Jahanian helps clients gain clarity and confidence in their financial future. With over 20 years of experience in the financial services industry, Delbar is deeply passionate about helping individuals and families build a clear, confident path toward their financial goals. She joined Sun Wealth Advisor to continue her mission of providing thoughtful, personalized financial guidance grounded in long-term relationships. Delbar brings a comprehensive, client-first approach to financial planning—focusing not only on the big picture, but also on the day-to-day strategies that help clients stay on track. Her goal is to craft customized financial roadmaps that balance where clients are today with where they want to be tomorrow. Her personal journey as a parent taught her the value of planning with intention. After setting up college accounts for her children based on her own research, she realized that follow-through and regular reviews are just as important as starting strong. That experience reinforced her belief in the value of having a trusted advisor to provide guidance, accountability, and support through life’s financial transitions. As an immigrant who has embraced the opportunities of life in the U.S., Delbar understands the financial challenges that many individuals and families face—and is especially committed to providing clarity and compassion through every step of the planning process. She holds the Chartered Mutual Fund Counselor (CMFC®) and Certified Plan Fiduciary Advisor (CPFA®) designations, and is proud to serve clients with integrity, empathy, and a deep commitment to their long-term success.

avatar
Contact

Homa Jahanian هما جهانیان

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
San Jose | مشاور مالی ایرانی در سن خوزه
سن خوزه | San Jose

Iranian Financial Advisor in San Jose About the Advisor Homa Jahaniyan brings over a decade of experience in the financial industry and has been a valued member of Sun Wealth Advisor since 2015. Today, she is proudly building her own investment services practice, driven by a passion for guiding clients through life’s key financial milestones—from investing to planning a confident and fulfilling retirement. With a warm, client-centered approach, Homa supports individuals and families as they navigate complex transitions, prepare for retirement, and lay the groundwork for long-term financial success. She is especially dedicated to empowering women and younger investors with forward-thinking, tech-savvy financial strategies tailored to today’s evolving needs. Homa holds a Bachelor’s degree in Finance from the University of Tehran, along with Series 7 and 66 licenses through LPL Financial, a California Insurance License, and the CPFA (Certified Plan Fiduciary Advisor) designation. Based in Saratoga, she enjoys life with her husband, Cody, and their two children. Outside of work, she is actively involved in the Persian Zoroastrian community and treasures quality time with family and friends. Credentials & Focus Areas Bachelor’s Degree in Finance, University of Tehran Series 7 & 66 Licenses, LPL Financial California Insurance License Certified Plan Fiduciary Advisor (CPFA) Investment Planning Retirement Planning Financial Strategies for Women and Young Investors Portfolio Management and Wealth Preservation

avatar
Contact

Ramsin Ganji رامسین گنجی

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
California | مشاور مالی ایرانی در کالیفرنیا
California | کالیفرنیا

Iranian Financial Advisor in California About the Advisor Ramsin Ganji, CPFA®, CPWA®, CRPC™, C(k)P®, is a Managing Director – Wealth Management Advisor and Retirement Benefits Consultant at Merrill’s Monterey, CA branch. Beginning his career in public accounting, Ramsin joined Merrill Lynch Wealth Management in 1991. He holds Series 7, 9, 10, 63, and 65 FINRA registrations and professional designations including Certified Private Wealth Advisor®, Certified 401(k) Professional®, and Chartered Retirement Planning Counselor™. Ramsin is also a Certified Public Accountant, though he does not provide tax advice in his role at Merrill. As a Portfolio Manager, Ramsin helps clients pursue their financial objectives by managing discretionary portfolios using personalized or defined strategies. These may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Ramsin and his team work with high-net-worth families, businesses, institutions, and endowments to provide a comprehensive range of financial services, strategies, and guidance. Ramsin has been recognized in Forbes’ “Best-in-State Advisors” list from 2018 through 2025, reflecting his exceptional expertise and client commitment. Beyond the office, he dedicates his time to community service, having served as Past President of the Modesto Kiwanis Club, Past Lt. Governor of the Cal-Nev-Ha District of Kiwanis, and currently on the Monterey Salvation Army Board of Directors. Credentials & Background Series 7, 9, 10, 63, and 65 FINRA registrations Certified Private Wealth Advisor® (CPWA®) Certified 401(k) Professional® (C(k)P®) Chartered Retirement Planning Counselor™ (CRPC™) Certified Public Accountant (CPA) Bachelor’s Degree, California State University Stanislaus

avatar
Contact

Artin Bandari آرتین بندری

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Los Angeles | مشاور مالی ایرانی در لس آنجلس
Los Angeles | لس آنجلس

Iranian Financial Advisor in Los Angeles About the Advisor Artin Bandari has over 15 years of experience in the financial services industry, specializing in comprehensive financial planning for retirement, estate planning, and tax planning for both individuals and businesses. He offers expertise in investment analysis, risk management, personalized wealth accumulation, preservation, and distribution strategies. Known for his honesty and integrity, Artin is dedicated to providing personalized, high-quality service. He delivers objective advice and recommendations tailored to each client’s unique financial and life circumstances. Artin takes a holistic approach to build individualized investment portfolios, working closely with clients to create and maintain customized plans that address specific goals and needs. He also continuously monitors changing factors such as market timing, risk tolerance, income requirements, and tax considerations. Artin believes in delivering the highest level of service to help clients achieve their financial goals, allowing them to focus on what matters most—their families, careers, and retirement. Credentials & Background Bachelor of Science in Finance, California State University, Northridge Series 7, 63, and 65 Licenses Life Insurance Licensee Languages Spoken: English, Armenian, Farsi Artin resides in Burbank, California, with his family. In his free time, he enjoys mountain biking, martial arts, reading, and spending quality time with family and friends.

avatar
Contact

Nick Yekani نیک یکانی

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Los Angeles | مشاور مالی ایرانی در لس آنجلس
Los Angeles | لس آنجلس

Iranian Financial Advisor in Los Angeles About the Advisor Mr. Nick Yekani is the President of Yekani Wealth Management & Real Estate, a nationally renowned financial institution recognized for its innovative Financial X-Ray™ process. With over 30 years of experience in the financial industry, Mr. Yekani has successfully handled more than $2 billion in life insurance assets and millions in investments, helping clients make confident, informed, and strategic financial decisions. Through the proprietary Financial X-Ray™ process, Mr. Yekani provides clients with a clear, comprehensive understanding of their financial health, enabling them to make the best possible decisions for their future. His holistic approach combines expertise in wealth management, investment planning, and real estate strategy, ensuring every client receives tailored solutions designed for long-term growth and security. Experience and Achievements Mr. Yekani has dedicated his career to empowering individuals and families to achieve financial stability and independence. As a leading financial authority within the Persian community, he has been the host of a widely respected weekly radio program on 670 AM KIRN and Radio Hamrah for over 15 years. These programs have become a benchmark for financial education, providing thousands of listeners with insights on wealth building, retirement strategies, and risk management. In recognition of his outstanding service and dedication, Mr. Yekani has been publicly honored for his continuous commitment to the community’s financial well-being. His leadership and integrity have earned him a trusted reputation among clients and peers alike. Philosophy and Mission Nick firmly believes that lasting joy and happiness in life come from taking care of your health and family first. Yekani Wealth Management & Real Estate was founded with this belief in mind to educate families, business owners, and individuals, guide them toward financial success, and execute the most advanced financial strategies available. “Helping individuals, families, as well as communities to thrive and succeed financially in life and to protect their family legacy, is our ultimate mission at Yekani Wealth Management & Real Estate,” says Nick. Community Involvement and Media Presence Beyond his financial advisory work, Mr. Yekani has interviewed and collaborated with some of the world’s top economists, including Nobel Prize–winning economist Dr. Robert Shiller. Through these collaborations, he continues to bring cutting-edge economic insights to his audience, helping bridge the gap between academic knowledge and practical financial application. Commitment to Excellence Driven by passion and purpose, Mr. Yekani’s mission is to empower clients with financial literacy and the most up-to-date financial expertise available. His work reflects his lifelong commitment to excellence, innovation, and service — qualities that have made Yekani Wealth Management & Real Estate a trusted name in financial advisory and investment services throughout Los Angeles and beyond.

avatar
Contact

David Kanani دیوید کنعانی

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Irvine | مشاور مالی ایرانی در ارواین
Irvine | ارواین

Iranian Financial Advisor in Irvine About the Advisor David Kanani is the Founder and President of Kanani Advisory Group, a leading independent wealth management firm based in Irvine, California. With nearly four decades of experience in the financial services industry, David has built a reputation for integrity, expertise, and commitment to helping clients achieve their long-term financial goals. He graduated from the University of Louisville School of Business in 1985 and has been licensed in securities since 1986. As an independent financial fiduciary, David specializes in investments, retirement income planning, and tax reduction strategies designed to preserve and grow wealth for individuals, families, and business owners. Throughout his career, David has dedicated himself to educating and empowering his clients. He is a frequent speaker at investment and retirement planning seminars, where he shares his knowledge and insights on market trends, financial literacy, and wealth preservation. As a mentor to other financial professionals, David has also helped shape the next generation of advisors with his leadership and client-centered philosophy. David’s expertise and insights have been featured in both local and national media, including the Wall Street Journal, Kiplinger, and U.S. News & World Report. He has also been heard on KABC 790 Los Angeles and currently hosts a weekly radio program on KIRN 670 AM and Radio Hamrah, where he provides listeners with practical guidance on financial planning, retirement, and investment strategies. His commitment to educating the community reflects his belief that informed financial decisions lead to lasting success. Beyond his advisory work, David maintains a diverse personal investment portfolio that includes stocks, medical device and technology startups, as well as commercial and residential real estate holdings. His entrepreneurial mindset and broad financial experience allow him to offer clients comprehensive, real-world perspectives on investment opportunities and risk management. Areas of Expertise Wealth Management and Investment Advisory Retirement Income Planning Tax Reduction Strategies Estate and Legacy Planning Financial Education and Client Empowerment Portfolio Diversification and Risk Management

avatar
Contact

Leila Parvaneh لیلا پروانه

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Irvine | مشاور مالی ایرانی در ارواین
Irvine | ارواین

Iranian Financial Advisor in Irvine About the Advisor Leila Parvaneh is a dedicated Financial Advisor with Kanani Advisory Group, based in Irvine, California. She specializes in helping retirees and pre-retirees navigate the complexities of retirement planning with confidence and clarity. Through a personalized, client-centered approach, Leila partners with individuals and families to design comprehensive financial strategies tailored to their long-term goals, lifestyle, and risk tolerance. Her mission is to help clients achieve financial independence and peace of mind during every stage of retirement. In addition to her work with retirees, Leila is deeply passionate about financial education for women. She believes that empowering women with the right financial knowledge and tools is essential for fostering independence, confidence, and long-term stability. By providing education and strategic guidance, she helps women take control of their financial futures and make informed decisions about saving, investing, and retirement planning. Leila’s commitment to trust, transparency, and education has earned her the respect and appreciation of her clients. Her approach combines empathy with expertise, ensuring that each client receives the attention, clarity, and support they need to make wise financial choices and build a secure future for themselves and their loved ones. Areas of Expertise Retirement Income and Wealth Planning Financial Strategies for Retirees and Pre-Retirees Women’s Financial Education and Empowerment Investment and Portfolio Management Comprehensive Financial and Estate Planning Client-Focused Financial Advisory Services

avatar
Contact

Mani Hatami مانی حاتمی

Joined 11/10/2025
Financial Planning | برنامه‌ریزی مالی
Los Angeles | مشاور مالی ایرانی در لس آنجلس
Los Angeles | لس آنجلس

Iranian Financial Advisor in Los Angeles About the Advisor Mani Hatami is the Founder and CEO of Zenith Financial Group, where he serves as a senior credit consultant specializing in credit repair and debt-related issues. With deep knowledge of the Fair Credit Reporting Act and consumer rights regulations, Mani has successfully resolved hundreds of credit-related cases for both personal and business clients. His experience and commitment have made him a trusted resource for individuals seeking to rebuild or enhance their credit profiles. Beyond his consulting practice, Mani is passionate about promoting financial literacy and credit education within the community. He actively contributes to both traditional and nontraditional media to help individuals better understand their financial rights and responsibilities. His outreach includes a series of educational radio programs broadcast on KIRN Radio Station 670AM, as well as numerous articles published across Persian-language media outlets in the United States. Through his leadership at Zenith Financial Group, Mani continues to empower clients to take control of their financial futures, offering strategic guidance, transparency, and practical solutions that help them achieve long-term financial well-being. Areas of Expertise Credit Repair and Restoration Debt Management and Resolution Credit Consulting for Individuals and Businesses Financial Education and Literacy Programs Consumer Rights under the Fair Credit Reporting Act Public Outreach and Media Education

avatar
Contact

Mashallah Afshar ماشالله افشار

Joined 11/09/2025
Financial Planning | برنامه‌ریزی مالی
San Diego | مشاور مالی ایرانی در سن دیگو
San Diego | سن دیگو

Iranian Financial Advisor in San Diego About the Advisor Mr. Mashallah Afshar is the co-owner and founder of Pars Financial. He is a Certified Tax Resolution Specialist, E.A. (Enrolled to Practice before the Internal Revenue Service), and holds an MBA degree. Mr. Afshar began his professional journey in Iran, working for the National Iranian Oil Company (NIOC) for over 14 years as a quantitative oil processor, controller, and accountant. In 1976, he moved to the United States, completed his Master’s degree, and joined an oil company in Dallas, eventually becoming the Controlled and Credit Manager for Texaco Distribution Tank Farm Operation due to his dedication and expertise. In 1980, Mr. Afshar founded Pars Financial and Tax Services. For more than four decades, Pars Financial has assisted over 500 business and personal clients. As a Certified Tax Resolution Specialist and IRS enrolled agent, Mr. Afshar specializes in tax emergencies, tax planning, and providing strategic financial guidance to help clients achieve their goals. Specialties Tax Resolution Services Tax Planning Business Financial Services Personal Tax Advisory IRS Representation

avatar
Contact

Ashkan Zahabi اشکان زهابی

Joined 11/09/2025
Financial Planning | برنامه‌ریزی مالی
Irvine | مشاور مالی ایرانی در ارواین
Irvine | ارواین

Iranian Financial Advisor in Irvine About the Advisor Ashkan Zahabi is the founder and CEO of A2Z Tax & Financials, established in 2006 and incorporated in 2012. With over 25 years of experience in tax preparation and planning, business advisory, mortgage and real estate, investment and commercial banking, and business loan underwriting, Ashkan provides comprehensive financial solutions to individuals and businesses. He is committed to delivering outstanding services through personalized attention and expert guidance. At A2Z Tax & Financials, clients receive support in a wide range of areas, including tax preparation and planning, business consulting, bookkeeping and QuickBooks consulting, payroll, and IRS representation. In addition, the firm operates as a licensed Real Estate Brokerage (BRE #01987437) and Mortgage Broker (NMLS #1393235), offering services for residential and commercial real estate transactions, rentals, investments, and mortgage solutions for first-time homebuyers, investors, conventional, high-balance, and jumbo loans. Specialties Tax Preparation and Planning Business Consulting Bookkeeping and QuickBooks Consulting Payroll Services IRS Representation Real Estate Brokerage Services Mortgage Brokerage Services

avatar
Contact

Andrew Norolahi اندرو نورالهی

Joined 11/09/2025
Financial Planning | برنامه‌ریزی مالی
San Diego | مشاور مالی ایرانی در سن دیگو
San Diego | سن دیگو

Iranian Financial Advisor in San Diego About the Advisor Andrew Norolahi, CFP®, ChFC®, CASL®, AAMS®, APMA®, is a highly qualified Financial Advisor at Ameriprise Financial serving the San Diego area. He brings deep expertise in retirement planning, investment management, tax strategies, wealth preservation, and insurance solutions. Andrew’s client-centered approach emphasizes clear communication, regular plan reviews, and practical recommendations designed to help clients feel confident and in control of their financial lives. When you work with Andrew you receive one-on-one financial advice tailored to your goals and needs, customized recommendations for a diversified portfolio, strategic solutions to help protect you from uncertainty, and ongoing access to digital tools that keep your plan transparent and easy to monitor. He offers regular meetings to review progress, adjust strategies, and ensure plans remain aligned with changing life circumstances. Andrew focuses on delivering holistic financial guidance across multiple life stages — from accumulating assets and managing risk to planning retirement income and preserving wealth for future generations. He also supports business owners and individuals navigating complex life events such as divorce or domestic-partner planning, offering empathetic, practical solutions every step of the way. What You Can Expect When Working with Andrew 1:1 financial advice based on your goals and needs Personalized recommendations for a diversified investment portfolio Strategic protection solutions to reduce exposure to uncertainty Regular review meetings to track progress and adapt the plan Anytime access to investments and digital planning tools Areas of Focus Retirement Planning Strategies Investment Management Tax Planning Strategies Wealth Preservation Strategies Insurance and Risk Management Retirement Income Strategies Small Business Financial Planning Divorce Financial Planning Domestic Partner Planning

avatar
Contact

John Jalil جان جلیل

Joined 11/09/2025
Financial Planning | برنامه‌ریزی مالی
Los Angeles | مشاور مالی ایرانی در لس آنجلس
Los Angeles | لس آنجلس

Iranian Financial Advisor in Los Angeles About the Advisor John Jalil is a seasoned Branch Office Supervisor and Investment Advisor Representative at Transamerica Financial Advisors, LLC, with extensive experience in investment management, retirement planning, and wealth advisory. He is dedicated to helping individuals and families make informed financial decisions that align with their goals and long-term financial security. Through a comprehensive approach, John works closely with clients to develop customized financial strategies that integrate investment diversification, risk management, and tax efficiency. His mission is to empower clients with clarity and confidence as they navigate their financial journey. In addition to serving his clients, John mentors other advisors in his branch, promoting professional growth and a strong ethical foundation in financial planning. His leadership and integrity have earned him a reputation for trust and excellence within the financial community. Areas of Expertise Investment and Wealth Management Retirement and Income Planning Insurance and Risk Mitigation Strategies Tax-Efficient Financial Planning Advisor Mentorship and Branch Supervision

avatar
Contact

Amir Pouri امیر پوری

Joined 11/09/2025
Financial Planning | برنامه‌ریزی مالی
Beverly Hills | مشاور مالی ایرانی در بورلی هیلز
Beverly Hills | بورلی هیلز

Iranian Financial Advisor in Beverly Hills About the Advisor Amir Pouri is a highly experienced professional in the insurance and financial services industry, with a career spanning over three decades. He began his business career in 1989 with Prudential Financial, where he developed a deep understanding of financial planning, risk management, and client relations. After ten successful years, his expertise and leadership qualities led to his recruitment by MetLife Financial, where he served as a Senior Partner. In this role, Amir was responsible for recruiting, mentoring, and training financial advisors, helping them build successful careers in the industry. Today, Amir Pouri specializes in a wide range of financial and insurance services, including estate planning, business succession planning, and qualified pension planning. His clientele includes professionals, entrepreneurs, and business owners who rely on his knowledge to create strategies that align with their financial goals and secure their long-term future. Known for his integrity, professionalism, and client-first approach, Amir focuses on providing personalized solutions that reflect the unique financial needs and aspirations of each individual or business. His goal is to simplify the complexities of wealth management and insurance, empowering clients to make informed decisions for themselves, their families, and their companies. Amir’s philosophy centers on education, long-term relationships, and trust. He believes that true financial success begins with a well-structured plan designed around each client’s priorities, lifestyle, and values. By combining decades of experience with a genuine passion for helping others, he has earned the trust of countless clients across California. Specialties Comprehensive Financial Planning Insurance and Risk Management Estate and Legacy Planning Business Succession Planning Qualified Pension Planning for Professionals and Business Owners

avatar
Contact

Hamid Mohammedrezai حمید محمدرضایی

Joined 11/08/2025
Financial Planning | برنامه‌ریزی مالی
Vancouver | مشاور مالی ایرانی در ونکوور
Vancouver | ونکوور

Iranian Financial Advisor in Vancouver About the Advisor Hamid Mohammedrezai is an experienced Financial Advisor based in Vancouver, offering comprehensive financial guidance to individuals and families. With a strong background in banking and wealth management, Hamid helps clients navigate complex financial decisions, optimize their portfolios, and plan for long-term financial security. His professional approach is focused on providing tailored strategies that align with each client’s goals and risk tolerance. Professional Expertise Financial Services: Guidance on banking, investment, and financial planning solutions. Portfolio Management: Assisting clients in building, monitoring, and optimizing investment portfolios. Risk Management: Strategies to mitigate financial risks while achieving growth objectives. Customer Service: Personalized attention and ongoing support to ensure clients make informed decisions. Management: Over a history of senior advisory experience, leading and mentoring in financial services. Education Bachelor’s Degree in Accounting and Finance from the University of Northern British Columbia.

avatar
Contact

Ehsan Soltanianzadeh احسان سلطانیان زاده

Joined 11/08/2025
Financial Planning | برنامه‌ریزی مالی
Vancouver | مشاور مالی ایرانی در ونکوور
Vancouver | ونکوور

Iranian Financial Advisor in Vancouver About the Advisor Ehsan Soltanianzadeh is a dedicated financial advisor based in Vancouver, providing personalized guidance for individuals and families at every stage of life. Ehsan serves as a single point of contact for his clients, helping them navigate their financial and banking needs with clarity and confidence. His approach is centered on understanding each client’s unique priorities and creating a plan tailored to their current circumstances and long-term goals. Professional Expertise Banking & Credit Planning: Comprehensive support to manage debt, optimize credit, and make strategic banking decisions. Retirement Planning: Crafting strategies to ensure a secure and comfortable retirement while considering lifestyle and long-term goals. CIBC GoalPlanner™: Leveraging advanced tools to create personalized financial plans that align with client objectives. Education & Tax Planning: Assisting with funding for children’s education, tax optimization, and other wealth-building strategies. Ongoing Financial Guidance: Continuous review and adjustment of financial plans as priorities and life stages evolve. Personal Approach Ehsan emphasizes a client-first approach, meeting in person, by phone, or via email to provide flexible, convenient service. He takes the time to discuss each client’s goals, identify opportunities, and create a comprehensive financial plan that covers all aspects of wealth management, from day-to-day banking to long-term investments. By revisiting plans as circumstances change, Ehsan ensures his clients’ finances remain optimized for the future.

avatar
Contact

Peyman Salari پیمان سالاری

Joined 11/08/2025
Financial Planning | برنامه‌ریزی مالی
Vancouver | مشاور مالی ایرانی در ونکوور
Vancouver | ونکوور

Iranian Financial Advisor in Vancouver About the Advisor Peyman Salari, CFP®, CLU, is a seasoned Financial Advisor based in Vancouver, with over 20 years of entrepreneurial and financial services experience. He is the founder of Canadian WiseInvest® Inc., where he provides strategic financial guidance to empower individuals and business owners to take control of their financial future. Peyman’s expertise spans holistic financial planning, tax strategies, estate planning, and wealth management, ensuring his clients receive comprehensive support tailored to their unique circumstances. Professional Expertise Financial Planning: Creating personalized plans to help clients achieve their short- and long-term financial goals. Wealth Management: Developing strategies to grow, preserve, and protect assets across multiple generations. Tax Planning: Designing tax-efficient strategies to maximize financial outcomes. Estate Planning: Assisting clients with legacy planning, succession, and transferring wealth efficiently. Business Advisory: Helping business owners navigate complex financial decisions, balance priorities, and optimize resources. Personal Approach Peyman is committed to providing a client-first experience, fostering financial confidence, and helping clients make informed decisions. He combines his entrepreneurial background with professional expertise to deliver actionable advice that aligns with each client’s priorities and lifestyle. He is also actively engaged in philanthropy, supporting charities and community initiatives that reflect his values.

avatar
Contact

Majid Bisheh مجید بیشه

Joined 11/08/2025
Financial Planning | برنامه‌ریزی مالی
Vancouver | مشاور مالی ایرانی در ونکوور
Vancouver | ونکوور

Iranian Financial Advisor in Vancouver About the Advisor Majid Bisheh is a seasoned Financial Consultant and Wealth Planner based in Vancouver, with over 15 years of experience in the financial services industry. He specializes in wealth management, private banking, and investment advisory, helping clients develop personalized financial strategies aligned with their long-term goals. Known for his integrity, dedication, and professionalism, Majid provides comprehensive financial solutions designed to meet the evolving needs of individuals, families, and business owners in the Vancouver area. Professional Expertise Wealth Management: Developing strategies to grow, protect, and manage client assets effectively. Private Banking: Offering personalized banking solutions for high-net-worth individuals and families. Investment Advisory: Providing tailored investment strategies to maximize returns while managing risk. Financial & Retirement Planning: Helping clients achieve long-term financial security and a comfortable retirement. Corporate Structures & Lending Solutions: Advising businesses and executives on efficient corporate and lending strategies. Personal Background Majid is committed to building long-lasting relationships with clients through personalized attention and solutions tailored to their unique financial situations. He emphasizes transparency and clarity, ensuring clients understand their financial options, feel confident in their decisions, and are empowered to reach their goals. His client-centric approach has earned him the trust of many Vancouver residents and business owners.

avatar
Contact

Bardia Baghaei بردیا بقایی

Joined 11/08/2025
Financial Planning | برنامه‌ریزی مالی
Vancouver | مشاور مالی ایرانی در ونکوور
Vancouver | ونکوور

Iranian Financial Advisor in Vancouver About the Advisor Bardia Baghaei is a highly experienced Wealth Advisor and Investment Advisor based in Vancouver, with over 21 years of expertise in financial services and wealth management. He specializes in helping individuals, families, and business owners build, manage, and grow their wealth through comprehensive planning and expert guidance. Bardia’s approach focuses on understanding each client’s unique needs, goals, and values, and translating them into clear, actionable financial strategies. Professional Expertise Wealth & Investment Management: Tailored strategies to safeguard and grow client portfolios while aligning with short- and long-term objectives. Retirement Planning: Supporting smooth transitions into retirement with well-structured financial plans. Estate & Legacy Planning: Protecting family wealth and ensuring values and assets are passed on efficiently. Business Succession Planning: Assisting business owners in navigating transitions, sales, or transfers of their business. Tax & Charitable Planning: Optimizing taxes and implementing giving strategies to support philanthropic goals. Cross-Border Planning: Advising clients with international assets to manage complexities and ensure compliance. Cash Flow & Risk Management: Developing strategies to ensure daily financial stability while mitigating risks. Banking & Credit Strategies: Addressing everyday financial needs and optimizing credit management. Education & Credentials Chartered Financial Analyst (CFA) Certified Financial Planner (CFP®) Chartered Life Underwriter (CLU) Bachelor’s Degree in Business Administration, double major in Finance and Accounting Specialization diploma in Financial Planning and Corporate Finance Advanced Studies in Business Certificate Personal Background Bardia has lived on the North Shore for over 25 years and is fluent in both Farsi and English. He is committed to giving back to his community while helping clients achieve financial clarity and success through personalized wealth management.

avatar
Contact

Ethan Astaneh ایتان آستانه

Joined 11/08/2025
Financial Planning | برنامه‌ریزی مالی
Vancouver | مشاور مالی ایرانی در ونکوور
Vancouver | ونکوور

Iranian Financial Advisor in Vancouver About the Advisor Ethan Astaneh is a Wealth Advisor and Client Relationship Manager based in Vancouver, specializing in intergenerational wealth management for family businesses. He works closely with clients to simplify financial and investment concepts, ensuring they fully understand their financial situation and make informed decisions. Ethan takes pride in his client-first approach, tailoring strategies to meet the unique needs of each family and business he serves. Professional Expertise Wealth Management: Focuses on intergenerational wealth strategies, succession planning, and family business advisory. Client Relationship Management: Builds long-term partnerships with clients, maintaining a clear understanding of their financial goals and priorities. Investment Oversight: Member of the Nicola Wealth Asset Mix Committee, collaborating with the CEO, CIOs, Chief Economist, and Head of Asset Management Operations to guide asset allocations for core investment models. Education & Credentials Bachelor of Commerce, Finance and Mathematics – University of British Columbia, Sauder School of Business Certified Financial Planner (CFP®) Family Enterprise Advisor (FEA) Member of the Financial Planning Association of Canada, FP Canada, and the Family Enterprise Xchange

Load More

Iranian Advisor?

Is your name missing from our list?

Join 44 Iranian Financial Advisors
from 12 countries!

 REGISTER ADVISOR (FREE)