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Ehsan Asgari

Registered Investor Advisor Representative

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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. 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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