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FINANCIAL PLANNERS/ ADVISORS
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Rex Behrashi
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Rex Behrashi
Rex Behrashi, Financial Advisor
CA Insurance License 0H75030
Orange County Financial Group
The Prudential Insurance Company of America
3333 Michelson Drive, Suite 820
Irvine CA 92612
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Tel: 949.440.5385
310.701.6949
Fax: 877.840.0083
rex.behrashi@prudential.com
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As a Financial Advisor with The Prudential
Insurance Company of America, I can
provide assistance on a full range of financial
services – from evaluating
insurance needs to helping clients grow their
assets. I have experience in building
and maintaining close client relationships that is
founded on the basis of trust,
respect and integrity. I work tirelessly to help my
clients achieve their goals.
This is a promise I make, and intend to keep.
• Insurance
• Investments
• Retirement Planning Strategies
• Estate Planning & Tax Strategies
Offering investment advisory services through
Pruco Securities, LLC (Pruco), doing
business as Prudential Financial Planning
Services (PFPS), pursuant to separate
client agreement. Offering insurance and
securities products and services as a
Registered Representative of Pruco, and an
agent of issuing insurance companies.
1-800-201-6690
Control number: 0287240-00001-00
Website: https://www.prudential.com/finan
cial-advisors/ca/irvine/rex-behrashi
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JALAL NOORI Insurance & Financial Services
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Tel: 818.243.7141 Ext.4219
818.326.7123 (cell)
Fax: 818.243.4658
Noori.Jalal@principal.com
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Services: Insurance & Financial Services,
Whole Life, Universal, Term Life Insurance.
Disability Insurance. Certified Obama Plan,
Health Insurance. Retirement Plans, IRA, 401k
Plans, Annuity, ROTH IRA, Long Term
Insurance, Mutual Funds and investment plans.
Contact me today
Putting together a strategy to help meet your
financial objective doesn't have to be a
chore. I can help you discover how to take
control of your financial future and develop
persona; and business strategies to help
achieve your goals-whatever they may
be.
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| Website:
JNooriInsuranceServices.com |
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Morgan Stanley - Azita Salam
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Morgan Stanley - Azita Salam
Azita Salam, Financial Advisor
Morgan Stanley
800 Newport Center Drive Suite 500
Newport Beach CA 92660
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Tel: 949.760.2438
Fax: 949.640.6124
Azita.salam@morganstanley.com
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CA Insurance License #0E72599
NMLS ID# 1520229
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| Website:
morganstanleyfa.com/azita.salam/ |
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Primerica, Inc
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Primerica, Inc
Ronny Hovanessian
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Tel: 818.660.6774
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Stryker Financial
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Stryker Financial
Farzad Khoshnoodi
2530 Meridian Parkway Suite 300
Research Triangle Park NC 27713
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Tel: 919.806.4669
Info@StrykerFinancial.com
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At Farzad Financial, we specialize in helping
people create plans designed to help them work
toward their financial goals and provide a secure
future for their families.
Areas of services includes:
Personal , Business Fianancial Planning
Goal Planning(Investment in Fianancial
Markets ) College Planning Risk management:
Life, Disability, Health, Long Term Care
Insurance Estate Planning Tax Planning
Currently Licensed in : NC, VA, DC,MD,NY
However we can service all other States with
prior Notice .
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| Website:
FarzadFinancial.com |
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Mohri & Associates Financial Management
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Tel: 888-99-MOHRI (888.996.6474)
310.446.3484
Fax: 310.268.0776
franklin.mohri@adviserfocus.com
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• Investments
• Insurance
• Retirement Planning
Securities and investment advisory services
offered through Mutual of Omaha Investor
Services, a securities, Member FINRA- SIPC
broker-dealer and registered investment
advisor.
Home Office: Mutual of Omaha Plaza,
Omaha, NE 68175-1020.
Lic # 0C71568
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| Website:
mohriandassociates.com |
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Fazel Mostashari
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Fazel Mostashari
Fazel Mostashari
MBT, CPA/PFS, CFP, CDFA
Registered Investment Adviser
22201 Ventura Blvd
Woodland Hills CA 91364
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Tel: 818.884.2549
fazel.mostashari@gmail.com
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A CPA-Personal Financial Planning & Investments
Practice
Your Unbiased and Trusted Advisers
Valuable Services in the Highest Professional
Manner
Independence, Integrity and Objectivity
Fee Only and Independent Investment Adviser
Providing Advice, Analysis and Planning Services
such as Investment Plan, Risk Management Plan,
Retirement Plan, Tax and Estate Plan, College
Planning, Financial Education, Advise & Coaching,
and Family Wealth Planning & Preservation.
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Nora Pajand
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Nora Pajand
Nora Pajand
Financial Advisor
CA LIC. #0k47439
15335 Morisson St.
Sherman Oaks CA 91403
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Tel: 310.500.6464
Norapajand@gmail.com
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Life Insurance, Annuities, IRA & 401K Rollover
We Bring Together Individuals, Families, Small Business Owners, And Some Of The Largest Insurance And Financial Services Providers In America To Make Financial Protection More Accessible To Middle-Income Families.
Life Insurance, Annuities, IRA & 401K Rollover
An independent representative of Syncis Insurance Solutions, Inc.
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| Website:
Syncis.com |
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Matthew Sassani CRPC - Ameriprise Financial
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Tel: 949.660.0055
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My Approach
I’m passionate about financial planning. At
Ameriprise, our unique and collaborative
Dream> Plan> Track> ® approach to
financial planning starts with your dreams,
not just the numbers. Working with you, I’ll
take the time to understand every aspect of
your current financial situation, listen to your
dreams and aspirations and explain your
options to help you make informed choices.
I’ll create a plan to help accomplish your
short and long-term goals and provide an
ongoing review of your plan to help keep you
on track as your financial situation and
needs change. My goal is to provide you with
personalized financial planning over time
that starts with you, not the numbers.
Areas of Focus
• Charitable Giving
• Domestic Partner Planning
• Employee Stock Options
• Estate Planning Strategies
• Retirement Planning
Strategies
• Small Business
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| Website:
MatthewSassani.com |
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Mutual of Omaha Investor Services, Inc.
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Mutual of Omaha Investor Services, Inc.
Ryhen Tork
Los Angeles California 90064
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Tel: 310.717.0570
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NWF Advisory
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NWF Advisory
DANIEL YASHAREL
LOS ANGELES CA
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Tel: 310.475.5854
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| Website:
yasharel.com |
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AIDA MCNAMARA
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AIDA MCNAMARA
AIDA MCNAMARA
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Tel: 310.307.23.49
818.522.5603
aidainca@aol.com
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specializing in personal service for your insurance and financial needs,certified senior advisor(csa)
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| Website:
mutualofomaha.com |
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