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