Ata Walizadeh, MS, RFC, PhD---- Founding Member



I have over 40 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 Registered Financial Consultant, 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) (
  • "Life Underwriter Training Council Fellow" designation (LUTCF) (