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
- 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