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

1563 Solano Ave Berkeley, CA 94707-2116 Phone: (510) 703-9208