B N

Wealth Management, Financial & Estate Planning, Workplace Investing and 401K Specialist

Financial Adviser at Sagepoint Financial, Inc. in Irvine, CA

About

I have 20 years of solid experience in visionary leadership, capital management and financial consultancy. I believe in capitalism, democracy, entrepreneurship and freedom.

Contact
Click for phone number
(949) 303-0065
Address
7700 Irvine Center Dr Ste 630 in Irvine, CA 92618
Info
Languages: English, French, Persian, Spanish

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 6
License # Mutual funds Closed-end funds on the initial offering, UIT Unit investment trusts, VA Variable Annui
Series 63
License # Uniform Securities Agent State Law
California Insurance Licenese

Certifications

California Insurance Licensed
Investment Companies and Variable Contracts
Series 6 Licensed - Mutual funds Closed-end funds on the initial offering, UIT Unit investment trusts, VA Variable Annuities
Series 63 License - Uniform Securities Agent State Law

Background

Experience

President
Home Mortgage Consultant
Mortgage Development Manager
Portfolio Manager
Wealth Management

Education

McGill University
McGill University