About Farid Mokhtarian, CLTC, RFC

        

I have been in the financial planning & employee benefits industry for over 21 years.  During this time, I have been able to assist and support many clients to achieve financial security and have been able to retire many clients successfully.  Your financial security is my top priority and with the support of my team and my partners, I am extremely confident in being able to provide you with all that is needed to achieve positive results for you, your family and business. 

Education, Background and Qualifications:

  • Bachelor's degree in Business Administration, focus on Classical Finance

  • Author of a newly published book titled "What they don't teach you in medical & dental school"

  • 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)

  • "Certified in Long Term Care" designation (CLTC)

  • Certified in 401k Retirement Plans C(k)P®--- Graduate of the Retirement Advisory University® in collaboration with UCLA Anderson School of Management 

  • Recognized as "Ethics Approved" by the prestigious International Association of Registered Financial Consultants. (www.IARFC.org)

  • Active volunteer in the community with organizations such as the YMCA, and youth coaching for local sporting events such as the AYSO

CONTACT:

Office: (310) 698-0698 Ext:224  | Cell: (310) 940-1084 | Fax: (310) 698-0699 | Email: Farid@T360IFS.com