Amir Asadi

A good financial plan can change the trajectory of your life. A strategic financial plan that’s comprehensive and doable is the foundation of my practice.


As aRotarian, “Service Above Self” is the motto I live by. Early in life, I decided to focus on helping others. The key numbers I track in my life are the number of people I have helped and the impact I’ve been able to make on their lives.


With over twenty years of financial services experience, I focus on personal financial security planning that includes Insurance Planning, Investment Planning, CollegeFunding Planning and Retirement Planning. I am proud to have helped and strive to continue to help my clients glide from saying “I wish I had” to “I am glad Idid.” I work with a team of peer experienced financial professionals who take pride in what they do. My aim is to bring you the peace of mind of knowing that you are prepared for your financial future.