Years in Business:
11-15
Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners
Languages:
English, Farsi, Persian
Area of Expertise:
Education Planning, Insurance Planning, Investment Planning, Retirement Income Planning, Retirement Planning, Employee/Group Benefit Plans, Estate Planning, High Net Worth, Small Business Planning, Charitable Giving, Socially Responsible/Ethical Investment Planning