Dr. Ramin Modiri - CFP, MBA, MS, ChFC, LIFA, CFS, BCS, BCAA

Ramin has an extensive background in the financial world. Prior to his retirement he was a portfolio and investment manager for 33 years. His love of the sport of soccer and with many years of coaching under his belt, he combined that with his financial expertise, to manage investment portfolios for Soccer professionals. His passion has always been education. For the past 18 years Ramin has mentored over 1000 undergraduates and graduates who learn from him on a weekly basis. These accomplished individuals being mentored by him come from a wide source of universities throughout America. UC Berkeley, UCLA, MIT, USC just to name a few. Ramin takes great pleasure in educating others so the average person can grasp the importance of building fortunes and legacies, and just how to do that particularly for our next generation.

Trusted Partners

Proven Results

Entrepreneur, Educator

Licensed International Financial Analyst

MBA and MS Degrees in Finance

Certified Financial Planner

Chartered Financial Consultant

BS Actuarial Science and Mathematics

Certified Fund Specialist