C.E.O. Ata Walizadeh, MS, RFC, PhD

 

 
 

I have over 30 years of experience in the area of personal and business-related planning. With my education, training and expertise, I am committed to my clients. I am confident that I can provide a level of personalized service unmatched by my peers. As your Financial Adviser, I will work tirelessly to help you achieve your financial goals - it's my promise to you.


                                                                   

Education, Background and Qualifications:

  • Bachelor's degree in Accounting
  • Master's degree in Cost Accounting
  • PhD's degree in Business Administration
  • Insurance licenses for groups and individual Life Insurance, Medical, Disability, Long Term Care, Property & Casualty
  • Securities Licenses, Series 6, 63, and 65 for investments in mutual funds and other investment related financial products
  • "Registered Financial Consultant" designation (RFC) (www.iarfc.org)
  • "Life Underwriter Training Council Fellow" designation (LUTCF) ( www.naifa.org)

CONTACT:

Office: (310) 698-0698 Ext.223 | Cell: (310) 207-0707 | Fax: (310) 698-0699 | Email: Ata@T360IFS.com