Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything from complex investment products to elaborate tax laws is required.
As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of specialists. It’s the key to our success, and yours.
Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine the appropriate financial strategy for your individual needs.
Saied has been a Private Wealth Advisor running his own personal financial planning practice for 12 years. In 2005 he affiliated with Lincoln Financial Advisors, one of the premier financial planning firm’s in the nation, with the intention of expanding his resources and team approach to deliver the most comprehensive wealth advice services available in the market to his growing clientele. He specializes in helping meet the financial planning needs of successful executives, retirees and business owners who live and work in the Sarasota area.
He has earned the CERTIFIED FINANCIAL PLANNER™ Practitioner certification and the Chartered Retirement Planning Counselor designation. He is fully licensed and registered to provide the full spectrum of financial advice and to implement the financial plan using a varied array of financial products which are available in today’s marketplace.
Prior to joining the financial services industry, Saied enjoyed a twenty-seven year career in Senior Management with the Gateway Corporation, Zenith and Paradyne. He is highly educated holding a Masters Degree in Computer Engineering from Oregon State University, as well as a Masters Degree in Computer Science and Statistics from Florida Institute of Technology. He earned his undergraduate degree in Electronics and Atomic Physics from the University of Tehran. He is bi-lingual in both English and Farci.
He currently resides in Parrish, Florida with his wife. Saied is an avid golfer and a member of the River Wilderness Country Club.