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Patrick A Yaghoobians
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Patrick A. Yaghoobians

NOOR FINANCIAL SERVICES
TUJUNGA, CA
CRD#: 6827253
Patrick A Yaghoobians
AdvisorCheck Check Mark
Patrick A YaghoobiansNOOR FINANCIAL SERVICES

Why Work With Patrick

As a first generation American, I understand the struggles of trying to build my financial foundation on my own, without the luxury of having someone being able to show me what to do.

Professional summary

Patrick A Yaghoobians, CFP®, who also goes by Patrick Aram Yaghoobians, Patrick Yaghoobians, is a registered financial advisor currently at NOOR FINANCIAL SERVICES located in Tujunga, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Patrick has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary
Paid By: Hourly
Paid By: Fixed / Negotiated Fee
Min. Asset: No Minimum
Under 20 clients
Serves: Young Professionals & New Investors

Services Offered

Financial Planning
Tax Planning
Investment Management
Education Funding
Cashflow & Budgeting

Specializations

Portfolio Optimization
Roth Conversions
Tax-Loss Harvesting

Client Tip

Automating your cashflow systems will ensure you are never late on any payments while also putting money into your savings every month without you having to be on top of it every month

Biography

I was originally born in Toronto, Canada and my family moved to Los Angeles in 2009 during the recession. Within the first year of our move, my parents let my sister and I know that we might have to move back due to financial troubles. Fortunately we were able to make things work, but that sparked my interest in personal finance and I began learning about budgeting and investing. I was able to get my Bachelor's degree from CSUN in 2018 and have been working in the financial services industry for about 7 years. My experience ranges from helping young professionals who are just starting out on their journey to those who have put their work in and are looking to enjoy their retirement. I am a CFP professional as well as a notary public. In my spare time, I enjoy reading, being active and spending time with friends & family. I have always enjoyed playing sports, especially winter sports such as hockey and skiing (Would I be a true Canadian if I didn’t?) Even though I have lived in Los Angeles for over 15 years, my sports loyalty still lies with my teams in Toronto, and I hope to see the Maple Leafs win a Stanley Cup in my lifetime the same way I got to watch the Raptors win their first NBA championship back in 2019.

Aliases

Patrick Aram Yaghoobians | Patrick Yaghoobians

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.
Rolan Wealth; not investment-related; Albany, NY; Financial Coaching and Education; Financial Coach; 5/2026; 5hrs/month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick A Yaghoobians'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

Education

California State University - Northridge

Bachelor - Finance - Financial Planning

2018

Experience

Current

November 6, 2025 - Present

NOOR FINANCIAL SERVICES

RIA
CRD#: 338683
TUJUNGA, CA
Past

September 28, 2023 - September 22, 2025

EMPIRICAL WEALTH MANAGEMENT

RIA
CRD#: 152622
Los Angeles, CA
Past

March 2, 2021 - September 19, 2023

HORST & GRABEN WEALTH MANAGEMENT, LLC

RIA
CRD#: 297368
Tujunga, CA
Past

August 8, 2019 - February 2, 2021

MORGAN STANLEY

RIA
CRD#: 149777
PASADENA, CA
Past

June 7, 2019 - February 2, 2021

MORGAN STANLEY

BD
CRD#: 149777
PASADENA, 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
(11/6/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/7/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/15/2019
Securities Industry Essentials Examination

Current Firm

NF
NOOR FINANCIAL SERVICES
NOOR FINANCIAL SERVICES | NOOR FINANCIAL SERVICES LLC

CRD#: 338683 / SEC#:

California
Registered Investment Advisory firm - (11/6/2025 Approved)
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Contact information

Main Address
Tujunga, CA
Mailing Address
Phone number
(818) 208-7028
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

NOOR FINANCIAL SERVICES

CRD#: 338683Tujunga, CA

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