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About

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Brian Safdari

CEO & Founder

Brian Safdari, founder of Wealth Planning Experts, first settled in the United States at the age of 5 after emigrating to the San Fernando Valley in California from Afghanistan. Brian’s accomplishments have been a testament to the ambition and determination he’s had ever since his youth as a former member of the Olympic Development Program for the California state soccer team and a selected player for the USA Junior Team in the 1998 World Cup in France.

After an abrupt end to his athletic career due to injury, Brian faced the unexpected setback of not receiving a full athletic scholarship to fund his college education and acquired $50,000 of student debt for his bachelor’s degree in business administration. Upon discovering that better financing options could’ve alleviated some of the cost of his higher education, he committed himself to a line of work devoted to helping families make college more attainable, accessible, and affordable than they realized it could be.

With over 20 years in the financial services industry, he’s helped more than 25,000 families and successfully expanded his financial services to encompass a broader range of financial planning that addresses a variety of financial concerns expressed by his clients. Brian has been featured as a financial expert across various news and TV platforms and recognized by members of the US House of Representatives, Congress, Senate, and across multiple levels of government in the state of California.

Since 2012, Brian has been a recognized member of an independent association of the world’s leading life insurance and financial services professionals known as the Million Dollar Round Table (MDRT). In 2014 and 2015, he qualified for MDRT Court of the Table, which is awarded to the world’s most successful financial services professionals who meet the MDRT’s stringent qualifications, such as demonstrating exceptional professional knowledge, strict ethical conduct, and outstanding client service. Since 2016 he has been a Top of the Table Member, which requires belonging to the top 1% of financial professionals and had the honor of being featured as the Top of the Table Speaker in the 2017 MDRT Annual Meeting.

In addition to these highly impressive accolades, his participation in free community workshops, presentations at high schools and public libraries, and help with raising over $121,000 in charity to many non-profit organizations has contributed to his glowing reputation for his philanthropic work. Within the world of financial services and beyond, Brian has epitomized what it means to be a tenacious and determined leader in nearly every community he’s been involved in throughout his life. His community at Wealth Planning Experts shares the same spirit with their commitment and dedication to the financial goals of the families they work with. If you’re interested in talking with him about your financial goals, please schedule an appointment.

Genessy Safdari

Cheif Financial Officer

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.