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Angelo Talebi

Co-Founder

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BUDGET

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Founder & Owner of Beverly Hills Financial Planners
 

With over four decades of experience in the financial sector, Mr. Talebi is the esteemed owner and founding partner of Beverly Hills Financial Planners. His expertise extends beyond finance, as he is also an influential political advocate for a Free Iran, making him a prominent figure in the Iranian community.

A Personalized Approach to Financial Guidance
 

 

Mr. Talebi’s vast experience includes working one-on-one with individuals from various backgrounds, allowing him to offer tailored financial advice. His specialized guidance is particularly valuable to those navigating unique life situations requiring expert financial planning.

 

 

Academic Credentials

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  • Master's Degree in Statistics from the Anformathic Institute of Iran (prior to the 1979 revolution).

  • MBA from Lincoln University in Missouri, earned after relocating to the United States.

 

Professional Journey

 

The political upheaval of 1979 influenced Mr. Talebi’s decision to build both his personal and professional life in the U.S., where his journey as a financial expert flourished.

Professional Journey

Mr. Talebi began his career at Prudential Insurance Company, gaining foundational experience before moving to San Diego. In San Diego, he achieved the prestigious designation of Registered Investment Advisor. He then founded his own Registered Investment Advisory firms, initially in San Diego, later expanding to Los Angeles.

Phone: 310-205-9000 Ext. 001

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All investment advice provided by Beverly Hills Financial Planners is tailored to the individual client's circumstances, objectives, and risk tolerance. Every individual's financial situation, needs, and goals are unique; therefore, recommendations and advice may vary among clients. It is important for clients to regularly review their financial plans and investment portfolios with their advisor to ensure that the advice remains relevant to their current situation.

Furthermore, clients and potential clients should be aware that past performance of any investment, investment strategy, or product, including those recommended by Beverly Hills Financial Planners, is not indicative of future results. All investments carry a degree of risk, including the potential loss of principal, and there can be no assurance that any investment strategy will be successful. It is crucial to remember that historical returns and past financial performance cannot guarantee similar future outcomes.

  •  Beverly Hills Financial Planners is registered with the state of California as an investment adviser, CRD #137638. registration with a state regulator does not imply a certain level of skill or training. Additional information can be found at www.adviserinfo.sec.gov.

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