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Wealth Planning Experts

Who We Are

At Wealth Planning Experts, we believe true wealth is more than numbers on a balance sheet — it’s about living a life built on faith, cherishing family, deepening friendships, and enjoying the freedom you’ve worked so hard to earn.

That’s why we created the F4 Drain-Proof Wealth System — a holistic, client-first process that protects your assets from the six biggest drains in retirement:

Longevity – living longer than expected and running out of money
Liquidity – not having access to cash when you need it
Rising Taxes – losing wealth to higher tax rates in retirement
Inflation – the rising cost of living eating away at your purchasing power
Mortality – ensuring your loved ones are cared for after you’re gone
Market Volatility – protecting against sudden market downturns at the wrong time

We don’t believe in cookie-cutter advice. We listen first — understanding your values, your goals, and your tolerance for risk — then craft a customized plan that integrates wealth management, income planning, retirement planning, life insurance & annuities, tax strategies, and legacy/estate planning into one clear roadmap.

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“My mission is to help families live with faith, cherish family, deepen friendships, and enjoy the freedom they’ve worked for—without fear of running out of money, losing to taxes, or being blindsided by life’s uncertainties. Through my F4 Drain-Proof Wealth System, I protect your wealth from the six biggest drains in retirement—longevity, liquidity needs, rising taxes, inflation, mortality, and market volatility—so you can live fully today and leave a lasting legacy tomorrow.” – Brian Safdari

Wealth Planning Experts

Helping You Protect What Matters Most!

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Brian Safdari

Founder & CEO

Your Financial Planner

Meet Brian

My story begins long before I ever stepped onto a soccer field or sat across the table from a family mapping out their financial future. It begins in Afghanistan — a place my family loved, but could no longer call home if we wanted to survive.

When I was just a year old, my parents made the most difficult and dangerous decision of their lives: to leave everything behind in search of freedom. Our journey was perilous. We fled for survival, carrying nothing but hope, faith, and the belief that God would guide us to a safer tomorrow. After years of uncertainty, at the age of five, we were blessed to arrive in the United States with a legal green card.

My parents had risked everything — their possessions, their community, and almost their lives — to give me a future where faith, family, friends, and freedom could flourish. Those four values became my foundation, and they remain the driving force in everything I do.

Growing up in the San Fernando Valley, I learned quickly that freedom isn’t given — it’s fought for, protected, and nurtured. I channeled my determination into athletics, eventually earning a spot in the Olympic Development Program for the California state soccer team and representing the USA Junior Team in the 1998 World Cup in France. But life threw me an unexpected curve — a career-ending injury that shattered my dream of playing professional soccer.

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I suddenly faced a new challenge: paying for college without the full athletic scholarship I’d counted on. I made the same costly mistakes many families make, graduating with $50,000 in student loan debt for my business degree — debt that could have been avoided if I had known my options.

That experience became my calling. I committed myself to helping families avoid the financial pitfalls I faced, starting with college planning and eventually expanding into a holistic financial planning practice. Over the past two decades, I’ve helped more than 25,000 families secure not just their finances, but their freedom — the same freedom my family sacrificed so much to give me.

Today, as the founder of Wealth Planning Experts, I’ve built the F4 Drain-Proof Wealth System, a holistic approach to financial planning that protects clients from the six biggest drains in retirement — longevity, liquidity, taxes, inflation, mortality, and market volatility — while honoring the four pillars that shaped my life: Faith, Family, Friends, and Freedom.

In addition to my financial planning work, I am the author of the best-selling book “How to Pay for College Without Going Broke”, which has helped countless families navigate the complex world of higher education funding. My expertise is regularly featured nationwide in Forbes, Money Magazine, and Fortune Magazine, and I’ve appeared on television and radio programs including FOX’s Good Day LA, as well as numerous national radio shows. I’ve also hosted my own radio program, where I educated listeners on financial strategies to achieve their goals.

My work has been recognized nationally and internationally — from qualifying as a Top of the Table member of the Million Dollar Round Table (the top 1% of financial professionals worldwide) to being invited as a Top of the Table Speaker at MDRT’s Annual Meeting. I’ve been honored by members of Congress and the California State Legislature, and trusted by families across the country.

But at my core, I’m still that little boy whose family risked everything for a better life. My “why” is simple: to help others find their own freedom, build a foundation they can trust, and live a life guided by the values that have carried me through every challenge — faith, family, friends, and freedom.

If you’re ready to find your “why” and create a plan to protect it, I would be honored to walk that journey with you.