Precision Financial Planners


Overview

Precision Financial & Estate Services was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided some of the most personal service available, thus earning a reputation for excellence.

Contact Information

9454 Wilshire Blvd., Suite 902 Beverly Hills, California, United States of America 90212

phone: view phone310-205-9000

fax: view fax310-205-6333

website: www.beverlyhillsfinancialplanners.com

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Description

Angelo TalebiPrecision Financial & Estate Services is headed by Mr. Angelo Talebi, who is a Registered Investment Advisor in the State of California. He received his Bachelor of Science in statistics from the College of Statistics & Mathematics in Tehran, Iran, in 1977. He received his MBA in Finance from the University of Missouri in 1980 and started his career in the financial services industry at that time by selling life, health and disability insurance. He graduated from the Life Underwriter Training Council (LUTC) Personal Insurance Program in July 1981 and the LUTC Business Insurance Program in July 1982. Angelo earned designation as a Certified Financial Planner from the College of Financial Planning in July 1989. He is also a member of the Institute of Certified Financial Planners; and a Registered Principal with Linsco/Private Ledger.

"The list of financial concerns and considerations facing us today are seemingly endless and there are no easy answers to : Investments, Taxes, Insurance, Estate Planning."

I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.

Among my financial offerings are:

. Retirement Planning
· Estate Planning
· Strategic Asset Management (SAM) - Offered through Linsco/Private Ledger
· Tax-Advantaged Investment
· Fixed and Variable Life Insurance
· Fixed and Variable Annuity

Locations

9454 Wilshire Blvd #902
Beverly Hills, CA 90212

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