Education, Experience, Excellence
Beverly Hills Financial Planners, LLC. is a full-service Registered Investment Advisory firm serving clients in their 50's, 60's, 70's, and 80's.
Started in 2008 and is headed by Angelo Talebi RIA, MBA.
Our mission is to increase financial hygiene for your and your loved ones through a personalized approach to your situation.
We make your dollars to earn more dollars and protect your assets through sufficient and personalize income and tax planning approaches.
You deserve more than you think.
Security & Exchange Commission Website - Investment Advisor Public Disclosure Link
Please check our disclosure and ADV forms on SEC website. Every Registered Investment Advisory firm must register with SEC or State and disclose all the required information to public.
Ethics is our number one priority in customer relations.
SEC Link: https://adviserinfo.sec.gov/Firm/137638
Our Dream Team
Please feel free to email us with your questions and contact information! We will get back to you within 24 hours.
- Angelo Talebi - Registered Investment Advisor
- Hoda Kord - Marketing, Customer Service, & Life Insurance Expert
- Ehsan Asgari - Annuity & Retirement Planning Expert
- Iman Asgari - Stock Analyst
- Ramtin Zekri - Tax Planner & Registered Investment Advisory Rep.