Daryoosh Khalilollahi

Daryoosh Khalilollahi

he/him/his

CFPRIAMBAMSEE
Fee Structure
Hourly
$250/hr

Introduction Video

About Me

I started my financial planning practice in 2004. Given that as an advice-only planner I have no control over the client's implementation of my recomemndations, I make sure that I explain, in detail, the reasoning behind my advice. My ideal client is anyone who is serious about taking control of their financial affairs and is not afraid of or embarassed by asking questions that may be relevant to their decision-making process.

Areas of Specialization

Retirement
Investments
Tax Strategies
Insurance
Pre-Retirement Planning

Ideal Clients

FIRE
Business Owners
High Earners
Pre-Retirees
Retirees

Contact Information

El Cerrito, CA
Meets Virtually
Meets In-Person
Accepting New Clients