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

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


This Office

1569 Solano Ave #538 Berkeley, CA 94707-2116 Phone: (510) 703-9208