Bardia Baghaei, CFA, CFP®, CLU
Who are we:
As a trusted and lead Wealth Advisor, Bardia Baghaei is a seasoned Financial Services professional with 21 years of experience and expertise in all areas of finance and wealth management.
He has dedicated his career to helping individuals, families, and business owners build, manage, and grow their wealth through in-depth planning and advice.
Bardia’s team approach to wealth management and advisory services is unique and tailored to your unique challenges and ambitions. Our team puts your and your family’s needs at the heart of our decisions. By taking a comprehensive approach to wealth management and planning, we break down complex financial decisions and provide you with easy to understand solutions.
As a believer in continued personal growth and career development and in an effort to deliver the best advice to his clients in an ever-changing financial market, Bardia has challenged himself to continuously learn and expand his scope for wealth advisory.
He holds three of the most coveted designations in personal finance: the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP) designation, and the Chartered Life Underwriter (CLU) designation.
His education background includes a Business Administration Degree with a double major in Finance and Accounting, specialization diploma in Financial Planning, Corporate Finance, and an Advanced Studies in Business Certificate
On a personal note, Bardia’s family has called the North Shore home for over 25 years. He strives to give back to his community at every opportunity, and he is fluent in Farsi and English.
Our approach to Wealth Management
Managing your wealth goes beyond the numbers. While the financials are important, so too is an in-depth understanding of your unique needs and an appreciation of your goals, priorities, values and how they all affect your family.
As your wealth grows, so do the complexities. The role of your Wealth Advisor is to work in partnership with your other professionals to navigate these complexities, and ultimately develop a wealth plan that reflects your current and future vision. Investment Management is only part of the puzzle which is the vehicle in your financial roadmap. We put your plan first and then tailor your investment portfolio specifically to meet your needs.
Working with our team means you will benefit from expertise in:
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Portfolio Management to make sure your investments are safeguarded while growing; aligned to your short- and long-term goals
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Cash flow planning strategies to support your short- and long-term goals
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Retirement planning that can help you make an exciting and easy transition into the next chapter of your life
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Estate and legacy planning to protect your family and wealth.
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Business succession planning to understand your options for the transition or sale of your business
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Tax-optimization strategies
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Charitable giving strategies that allow you to fulfill your philanthropic goals
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Cross-border planning to help you navigate the financial complexities of living or owning assets abroad
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Risk management to help mitigate any risks that could impact your personal and financial wellbeing
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Banking and credit strategies to meet your everyday financial needs