Back to Search Favorites List

Daryoosh Khalilollahi (CFP®, MBA, MSEE)

Daryoosh Khalilollahi focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly

Planning Specialties

We provide affordable, conflict-free and goal-based focused financial planning and advice.

Additional Information

We provide hourly or flat-project or annual retainer financial planning and advice. We do not have the custody of the client assets. Our goal is to serve all, not just those who are affluent or have a large portfolio of investment assets.

Our mission is to help clients achieve their goals in line with their values.

NAPFA Start Date

September 02, 2004

Visit Website Download vCard
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.
Submit
Visit Website Download vCard
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.

Submit

This Office

1007 Villa Nueva Drive El Cerrito, CA 94530 Phone: +1 (510) 558-9208
View
Visit Website