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
- 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