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Financial Planners in Aliso Viejo, California

There are 2 recommended Financial Planners in Aliso Viejo, CA. Read reviews from people you know to find the best Financial Planner.

Review by Doug Ramsey

Dr. Kashefi was my mentor at Cal Poly Pomona. He is an excellent instructor and also understands the application of finance theories and principles to business situations. His finance skills are built on a foundation of sound micro and macro economic fundamentals. Dr. Kashefi has years of consulting experience for businesses of various types and sizes. This coupled with a huge alumni network of former students who put into practice his teachings on a daily basis extends his reach across Southern California and beyond. For my complex finance and strategy questions Dr. Kashefi is my "go to" professional.See MoreRead Less

Review by Joe Ingram

Allison is a very gifted person. She can meet with you and explain the most complex financial scenarios and make it easy to understand and stays attentive to your financial investments. Allison is brilliant with money, and an incredible mother, wife, and friend.See MoreRead Less