Amir Noor (CFP®, EA)

Amir Noor focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Medical Professionals
  • Middle Income Client Needs
  • Millennials
  • Retirement Plan Investment Advice

Planning Specialties

Areas of Focus:

  • Investment Management
  • Attorney Growth Planning
  • Estate and Trust Planning
  • Physician Growth Planning
  • Defined Benefit/401(k) Plans
  • Wealth and Risk Management
  • Insurance and Benefit Coordination

Additional Information

How to Contact Amir:

    Hi, I’m Amir Noor—a fee-only financial advisor who helps high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®) and Enrolled Agent (EA), I bring both strategic planning and expert-level tax guidance. I don’t accept commissions, product kickbacks, or referral fees—just clear, objective advice. I was raised on Long Island in an immigrant household marked by entrepreneurial highs and financial lows. After my father passed in high school, I began managing our family’s finances and supporting us—building websites and offering tech help to local businesses. At 19, I became a licensed insurance agent and started my career in financial services. I later earned a finance degree from SUNY Stony Brook after beginning in computer science. Nearly two decades in, I’ve worked with clients from 22 to 70+, including attorneys, physicians, and business owners. I’m fluent in their language and challenges—from mismanaged 401(k)s to offshore asset transfers and unexpected windfalls. Clients say I “get it”—because I’ve lived it. I know how overwhelming financial decisions can be when everything’s at stake. That’s why I built my practice around clarity, transparency, and deep empathy. I live in Huntington, Long Island, with my growing family, and continue to guide professionals and entrepreneurs through life’s most pivotal financial moments. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

NAPFA Start Date

January 03, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

179 New York Ave 2nd Floor Huntington, NY 11743 Phone: (631) 629-1794