October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not [...]
I work with high-income professionals like you who have dedicated years of hard work to building assets, securing your family’s future, and providing your children with the best opportunities possible. But when the time comes to look [...]
If you search for retirement advice online, you’ll often find that $1,000,000 seems to be a recurring target number. But is that a goal you should be saving for, or is it outdated advice? Q: Where did [...]
On July 4, 2026, the United States will celebrate its 250th birthday, the Semiquincentennial. This milestone represents a celebration of history but also creates a moment to reflect on the evolution of the American Dream and the [...]
For many retirees, the idea of retirement is synonymous with freedom. You can exercise that freedom by choosing to spend your days traveling, spending summers with the grandkids, or simply relaxing and taking it day by day [...]
You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, [...]
May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed [...]
Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds [...]
Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you may expose more of your hard-earned dollars [...]
As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & [...]
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Brian Safdari
California Insurance License No. 0G03836
State of Domicile: California
Principal Place of Business: Northridge, California
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