Hooman Altafi

Personal Finance, Retirement, Investing
0
Answers
0
Articles
3
Followers
“Hooman Altafi, Founder, President and CEO of Alta Financial Group, works with clients to create a strategic plan with specific investment recommendations and a clear explanation of the benefits and risks.”
Firm:

Alta Financial Group

Job Title:

President

Biography:

Hooman Altafi is the Founder, President and CEO of Alta Financial Group, a fiduciary firm that works with individuals and with companies to provide personalized advice for investing and retirement. They keep their fees low, build low cost portfolios consisting of ETFs and low cost Index Funds, and believe in full disclosure and total transparency. Hooman and his team try to avoid any and all conflicts of interest and will fully disclose if they feel if there is any.

Hooman takes his clients' financial well being seriously and manage their money accordingly. He also consults on retirement plans, 401(k), 403(b), and 457(b) plans for companies and institutions. He applies the same low cost, low fee strategies to managing a clients' retirement plan.

Hooman partners with clients to build a relationship defined by their goals, preferences, and active involvement. He helps them choose from a variety of services based on their goals, including portfolio management, retirement planning, insurance, annuities, real estate services, mortgage planning, and more.

Fee Structure:

Fee-Based

CRD Number:

2165578

No Answers Posted