Outside of the office I am a husband to my beautiful wife Farrah, a full-time father to the cutest girl Ariana, and the best friend of my dog Daisy. When it comes to my clients' finances, they come to me for a few similar reasons. However, when it comes to each individual, they have a unique story and that’s why I spend time learning about my clients' specific needs and partner with them to help bulletproof their financial future with the knowledge, tools and resources that I provide. I am proud to say that I know where all my clients are today and where they would like to be in the future with regards to their personal goals.
Before becoming an Edward Jones Financial Advisor, I worked as a Senior Wealth Manager with two highly regarded international pension management companies for over 11 years. My background has provided me with extensive knowledge and open-mindedness about my clients' needs.
Many of my clients are families working towards retirement. I also work with corporations to build their businesses and help seasoned retirees with complex retirement income strategies. One of my greatest passions is to help people protect their hard-earned investments with proper estate planning considerations. I believe in working closely, not only with our clients but also their extended family, as a multi-generational approach is key to having an effective succession plan.
My knowledge in creating financial strategies is meaningless unless we partner closely together. Life is constantly changing and that is why it is crucial to regularly review your financial picture and make sure you stay on track to achieve your goals. Whether it's the birth of a new grandchild to add as a beneficiary, an unexpected illness or moving into a retirement community, I will take the time to clearly understand your priorities and ensure that you are aware of your choices.
I work closely with my branch office administrator, Olabisi Fagbenro. We review every client and build an action plan to ensure they are on track to reach their goals. She is an integral part of our branch and not only provides personalized, friendly service to our clients but is also involved in building our business.
Outside the office, I love being physically active. I enjoy working out at the gym, playing soccer, indoor rock climbing and beach volleyball.
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Business Retirement Plans
- Wealth Protection Strategies
- Retirement Income Strategies
My Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Social Responsibility
- Animal Rescue
Phone NumberShahram Fakhimi at (905) 508-2631
|Mon||08:30AM - 05:30PM|
|Tue||08:30AM - 05:30PM|
|Wed||08:30AM - 05:30PM|
|Thu||08:30AM - 05:30PM|
|Fri||08:30AM - 05:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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