2 BEST Insurance Agents & Brokers in Belmont, CA

From the Business:I am one of the most distinguished Financial Advisors in the country. I specialize in Financial Planning, Life Insurance, Disability Insurance, Long-Term Care Planning, Estate Planning, Wealth Management, Retirement Planning, etc. I graduated from the University of Maryland with a degree in accounting and became a CPA. I am committed to staying at the top of my profession through ongoing education and in addition to being a CPA, I am also a Retirement Income Certified Professional (RICP®), a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (CHfC®), and a CERTIFIED FINANCIAL PLANNER™ Professional.Read more

From the Business:Hassan Jadidi holds a Bachelor of Science in Accounting and a Master of Business Administration. Jadidi was involved in coaching and supporting Drexel University wresting programs as a volunteer assistant coach during years of 1999 to 2010. He worked primarily in marketing and education, with a focus on planned giving, before becoming a full-time financial representative. Jadidi is involved in providing financial education to corporations and working with cultural market business owners who need his advice to organize and transfer their wealth and businesses to new generation. He is proud to support clients at the Pacific Advisors office near San Jose in Campbell, California. Jadidi invests first in himself to provide the best value to his clients. This is most evident in his commitment to ongoing education. He believes that only by keeping ahead of the fast-paced changes in our economy can he be of optimum value to his clients. In addition to his academic degrees and meeting the base requirements for his industry, Jadidi has obtained two very important designations in the insurance and financial industry, Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®), as well as Life Underwriter Training Council Fellow (LUTCF). Jadidi's experience with accounting and auditing helps him to look deliberately into individual financial statements. His client base is diverse. Many of his clients are small business people, most of whom founded and now run their own businesses. Building secure financial futures often includes areas such as tailored income strategies, tax-reduction strategies, succession planning for business owners, life insurance planning, and effective asset allocation and coordination.Read more