Wealth Accumulation & Retirement Planning

There are many ways to accumulate wealth on a personal and business level. As Certified Financial Consultants, and Investment Advisers, we can evaluate the best options for you, and to maximize your retirement income stream.

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Estate & Insurance Planning

Resources you need to answer your estate planning questions and to help you better understand estate planning and the estate planning process. Explore asset protection techniques, tax savings strategies, and other wealth planning ideas.

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Commercial Insurances & Employee Benefits

Every employer needs to have adequate and proper insurance plans. our job is to ensure that you have the proper insurance plans for your firm. We also offer a full range of employee benefit options, administration, and compliance services.

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Since 1974, we have been helping hundreds of clients with their financial & insurance needs. Please take this opportunity to learn more about our firm, our qualifications, the services we offer, and our philosophy on how we support our clients achieve their financial goals & sucess.

Because we believe client education on financial fundamentals is crucial to your financial health -- we have also made available financial calculators, glossary of common terms, and a newsletter you can sign up for. To schedule a consultation to see how you can benefit from our services, call us today at (310) 698-0698.


 

 

 

What They Don't Teach You In

Medical & Dental School

 

360o Approach to Financial Planning

and Practice Management

 

By: Farid Mokhtarian & Dr. Ata Walizadeh

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21515 Hawthorne Blvd., Suite 1059
Torrance, CA 90503
Phone:
  • (310) 698-0698
Fax:
  • (310) 698-0699
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck