Meet the Team
Over 20 years ago, the founder of our team, Haider Sharifi, CFP®, saw the intense need families had for advice and guidance. At the time, the financial services landscape was riddled with salesmen pushing stocks, bonds, life insurance products, and the “fund of the day” with little to no fiduciary responsibility. That drove him to start a Financial Advisory and Planning practice to give families what they needed and wanted – a partner to guide them through their future.
That ethos has remained at the heart of our team. We exist for our clients and their families.
Virtual Office Staff
Cambridge Investment Research, Inc
Through our broker/dealer partnership with Cambridge Investment Research, Inc., we have access to a team of virtual office assistants for administrative support as well as subject matter experts allowing us to spend more time with our clients. As Cambridge associates, these assistants are comprehensively trained to ensure their familiarity with the various aspects of our industry.
The Legacy Advisor Group
Our collaboration with the Legacy Advisor Group provides us broader expertise and technical proficiency through shared resources.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.