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Iman Asgari

Senior Consultant

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. 001

Email:  Iasgari@BHfinancialplanners.com

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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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