CA Insurance License: #0M23356
Serving: Bolsa, Carson, Lakewood, Leisure World, Mission Hills, Mesa, and Monterey Park.
As a financial advisor for over 20 years Hormoz has been working with a select number of high-net-worth individuals, businesses, and families to help them build, manage, protect, and eventually transition wealth using a full balance sheet approach. Hormoz works with a team of financial professionals to help members with the four cornerstones of wealth, banking/credit, investments, risk/insurance, and trust/fiduciary services.
Hormoz’s process starts with listening to his members to understand what is most important to them and from there creates a specific recommendation that meets their life goals. Hormoz then explains the recommendations in plain English in an independent, cost-effective objective, and with an unbiased manner. Hormoz understands that life can bring some curve balls and goals tend to change over time so is dedicated to reviewing the plan with his members on a regular basis and making appropriate changes as needed.
Hormoz decided to go back to school after being in the industry for about 13 years to get his Master of Business Administration to enhance his knowledge and skills to enhance his approach and bring a well-rounded planning process to his members. Hormoz ability to speak 3 different languages fluently (English, Farsi, Assyrian) increases his abilities to help additional families with a holistic planning approach.
Hormoz’s passion include helping families meet their financial goals and focusing on animal rights and an unconditional love for all living -things. We hope you take the opportunity to see Hormoz’s passions in person and creating a lifelong partner in your financial success. Hormoz spends his free time playing ping pong and considers himself a master ping pong player!