Understanding Your Personal Economy

Wednesday, April 24th, 2019 at 7:20pm - 7:45pm

Location: Sufi Mediterranean restaurant located at  5915 Balboa Ave, San Diego, CA 92111

This event is in the past.

(For RSVP, please refer to this page.)

Every financial decision you make affects every area of your finances. In addition, each decision you make now, will affect your future decisions. Often the impact of these decisions will not produce optimal results without a holistic coordinated financial plan in place.

The use of a holistic coordinated financial planning model based on individuals’ and businesses’ goals and values, to treat the whole, from tax relief to saving for retirement planning, as opposed to buying single tasked financial products or traditional planning.

To understand the effects of your financial decisions, streamline costs and plan for your future, you need an organized and integrated view of your financial decisions across your household, business (if you’re an owner) and personal life. This view will help you maximize protection, minimize cost, and provide an impenetrable barrier to protect your business and your personal assets..

A better and sounder approach to preparing for the future is one that relies on sound economic theory. The values you gain are:

1-  Financial Organization,
2- Protection and Risk Management,
3- Tax Reduction and Debt Management,
4- Savings Maximization, and
5- Efficient Wealth Management.

Amir Naghshineh-Pour, MBA, Wealth Management Advisor

“My generation is balancing uncertainty in a number of different areas from careers, real estate, and health care costs, to rising education costs, aging parents, and longer life expectancy. It’s more important than ever that we make solid financial decisions as we navigate this uncertainty.”

Amir Naghshineh-Pour is a financial representative and strategist at WestPac Wealth Partners, where he is involved with households and businesses to develop their optimal and balanced financial plans. After spending nearly, a decade working in the financial and investment industry, Amir knows what truly drives people’s financial decision making.

Originally Amir studied aerospace engineering at Virginia Tech and worked for aerospace companies in Southern California before obtaining his MBA in finance and strategic planning from the California State University – Long Beach.

His passion for financial analysis and capital markets made him change his career from engineering to financial advisory when he received his MBA in 2007.

Prior to joining WestPac Amir worked for a financial market broker-dealer and an investment bank, where he gained a lot of experience in investment management and risk analysis. However, now at WestPac, he deals with the holistic strategy of considering entire financial picture of his clients ranging from protection and investments to cash flow analysis and estate planning.

As an Iranian-American, he is very much involved in the Persian community of Southern California. His plan at WestPac is to serve and give back to his community to the best of his ability.

Apart from Amir’s professional life, he enjoys playing tennis, swimming, traveling and spending time with his wife and son.

For RSRP and dinner reservation please check here.

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0M15990 | The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2019 The Guardian Life Insurance Company of America.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice.  Consult your tax, legal, or accounting professional regarding your individual situation.  Material discussed is meant for general informational purposes only and is not to be construed as tax, legal, or investment advice.  Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary.  Therefore, the information should be relied upon only when coordinated with individual professional advice.  Not all products mentioned are offered by Guardian or its subsidiaries.  | 2018-68928 Exp. 10/20

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