Daryoosh Khalilollahi (CFP®, MBA, MSEE)
Daryoosh Khalilollahi focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Tax Planning
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
We provide affordable, conflict-free and life-planning focused financial planning and advice, as well as financial coaching and education.
Additional Information
We provide hourly or flat-project financial planning services. 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 lot of investment assets.
Our mission is to help clients acheive their goals in line with their values.
NAPFA Start Date
September 02, 2004