The Team
Our team of financial experts has decades of experience and a deep understanding of the financial landscape. We are committed to providing our clients with personalized and comprehensive financial planning services that help them achieve their financial goals.
Angelo Talebi
Co-Founder
Mr. Talebi is the esteemed owner and founding partner of Beverly Hills Financial Planners, boasting an impressive career that spans over four decades in the financial sector. His prominence is not only confined to the realm of finance but also extends into political advocacy for a Free Iran, making him a renowned figure within the Iranian community. Mr. Talebi's wealth of experience, particularly his one-on-one engagements with individuals from diverse life circumstances, uniquely positions him to offer invaluable financial guidance, especially to those facing specific life situations requiring specialized financial advice.
Academically, Mr. Talebi holds a Master's degree in Statistics from the Anformathic Institute of Iran, earned prior to the 1979 revolution. Following his initial education, he relocated to the United States where he obtained an MBA from Lincoln University in Missouri. The political upheaval in Iran during 1979 influenced his decision to establish both his personal and professional life in America.
Over the course of his distinguished career, Mr. Talebi gained initial experience at Prudential Insurance Company before relocating to San Diego. There, he obtained the designation of Registered Investment Advisor and subsequently founded his own Registered Investment Advisory firms, initially in San Diego and later expanding to Los Angeles.
Phone: 310-205-9000 Ext. 001
Ehsan Asgari
Registered Invester Advisor Representative
Ehsan Asgari moved to the United States in 2005 and promptly enrolled at Pacific Palisades High School. Continuing his education journey, he attended Santa Monica College, majoring in business. Later, he transferred to the University of California, Riverside, where he pursued a major in finance and a minor in economics. During his undergraduate years, Ehsan explored various internships, including positions at Axa Advisors and Goldman Sachs. However, he discovered that the corporate culture wasn't the best fit for him. His passion lay in offering advice that was genuinely beneficial to clients, rather than simply catering to the advising company's interests. In 2014, Ehsan joined Mr. Talebi and embarked on a journey of working with diverse individuals from all walks of life. His focus has been on crafting meticulous retirement plans, aiming to provide the most suitable solutions for each client's unique needs. Ehsan's dedication led him to become a registered investment advisor representative in 2019, holding a Series 65 license and serving as an insurance agent in California and several other states. His commitment to delivering the finest solutions and knowledge to his clients is evident as he strives to achieve his Certified Financial Planner (CFP) designation. Known for his diligence and patience, Ehsan takes the time to listen to every individual's requirements. His energetic approach ensures that he can match each client's needs with the most appropriate financial instruments, demonstrating his unwavering commitment to their financial well-being.
Phone: 310-205-9000 Ext.002
Iman Asgari
Senior Consultant
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Iman Asgari isn't just another name in the realm of financial and retirement planning. With a BA in Business in his pocket, he dived headfirst into the financial world just a day after his graduation. Today, while he's helping people secure their futures as an insurance agent, he's also gearing up to become a licensed investment advisor by working towards his Series 65 license. Day in and day out, he keeps a keen eye on market movements, drawing insights and understanding trends like few can. When it comes to fixed accounts that work with index crediting, Iman is the person you want on speed dial. He's adept at assessing the index, and clients trust him to pinpoint the best options available for their accounts.
For a future that's financially secure, Iman Asgari is the expert you'll want by your side.
Phone: 310-205-9000 Ext. 003