Total 360 Insurance & Financial Services, Inc.
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) (www.iarfc.org)
"Life Underwriter Training Council Fellow" designation (LUTCF) ( www.naifa.org)