Has many years of experience in finacial planning, investment management and tax planning. Originally Amir studied engineering at Virginia Tech and worked for several companies in Southern California before obtaining his MBA in finance and strategic planning from the California State University – Long Beach. His passion for financial management made him change his career from engineering to financial and tax advisory when he received his MBA in 2007. He is also an IRS enrolled agent (EA), the highest credential awarded by the IRS, Certified Tax Planning Coach (CTC), and registered FINRA fiduciary financial advisor at OneAmerica Securities, Inc. The EA credential is recognized across all 50 U.S. states.
-
ProConnect TaxExperience: 2 years
4
Financial planning, wealth management, tax planning, and tax preparation
1
CA
1
English and Persian