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Daryoosh Khalilollahi MR.

Daryoosh Khalilollahi

DABK FINANCIAL PLANNING SERVICES
El Cerrito, CA
Some features on this profile are disabled
CRD#: 4827597
Daryoosh Khalilollahi MR.

Professional summary

Daryoosh Khalilollahi MR., CFP®, who also goes by Daryoosh Khalilollahi, is a registered financial advisor currently at DABK FINANCIAL PLANNING SERVICES located in El Cerrito, California.

Daryoosh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daryoosh has worked at 1 firm and has passed the Series 65 exam.

Biography

We provide hourly or flat-project or annual retainer financial planning and advice. We do not have the custody of the client assets. Our goal is to serve all, not just those who are affluent or have a large portfolio of investment assets. Our mission is to help clients achieve their goals in line with their values.
top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Retirement Planning
Budgeting
Debt Management
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Insurance Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issue...
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Hourly
Are you a "fiduciary"?
Yes

Aliases

Daryoosh Khalilollahi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
As an employee of Axonne Inc. I perform design (computer chips) verification engineering work. The business of this company is design of complex integrated circuits and my title is Principal Verification Engineer. I work as a full time employee at Axonne and this engineering work has absolutley no relationship or relevance to my financial planning business. I started this position on April 28 2023. Other than this, am not invloved in any other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daryoosh Khalilollahi MR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

August 10, 2009 - Present

DABK FINANCIAL PLANNING SERVICES

RIA
CRD#: 132234
El Cerrito, CA
Past

August 23, 2004 - December 31, 2005

DABK FINANCIAL PLANNING SERVICES

RIA
CRD#: 132234
EL CERRITO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/10/2009)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/17/2004
Uniform Investment Adviser Law Examination

Current Firm

DABK FINANCIAL PLANNING SERVICES
DABK FINANCIAL PLANNING SERVICES
DABK | KHALILOLLAHI, DARYOOSH | DABK, INC. | DABK FINANCIAL PLANNING SERVICES

CRD#: 132234 / SEC#:

California
Registered Investment Advisory firm - (8/23/2004 Approved)
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Contact information

Main Address
El Cerrito, CA
Mailing Address
Phone number
(510) 558-9208
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DABK FINANCIAL PLANNING SERVICES

DABK FINANCIAL PLANNING SERVICES

CRD#: 132234El Cerrito, CA

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