CELL: (650) 219-0774
OFFICE: (714) 793-9371
FAX: (714) 685-1939
"It's important to provide multiple streams of income, diversify risk and hedge against the unknown. With continuous change in IRS rules and potential tax implications, staying ahead of market trends and economic fluctuations is a must for any successful advisor providing the greatest value to their clients."
Mr. Azari has over 14 years of experience as a Financial Services Expert. Having a passion for Risk Assessment, Sina started his career after graduating San Francisco State University with a Bachelors of Science degree in Physiology with an emphasis in Gerontology. Shortly after his studies, he successfully obtained the California Department of Insurance license in Health, Life, Annuity and Disability. Recognizing the need to diversify risk, Mr. Azari also passed the California Bureau of Real Estate exam earning his Real Estate license and is a contributing member of the National Association of Realtors.
In 2005, Sina earned the CSA (Certified Senior Advisor) designation, making him an expert in Medicare and all the various programs and options. With the increasing need and importance of disability and Long Term Care planning, he immediately studied for the CLTC (Certified Long Term Care) credentials and is recognized as a Lifetime Member of the Corporation for Long Term Care.
"I've saved millions in assets and preserved my clients' legacy through affordable, customized long term care strategies."
After earning the CLTC, Sina continued his studies at Boston University and is currently enrolled in The American College focused on earning the prestigious CFP (Certified Financial Planner) designation. In addition to being a personal investor, Sina is an expert negotiator, mastering Investment Real Estate, he's become a Market Specialist. Working with Sina as your Legacy Advisor will give you the confidence one looks for when strategizing their financial and retirement portfolio.
"I treat my clients the way I want to be treated, I value the trust my clients' place in me and seek every opportunity to maximize their savings and credits, deferring taxes where appropriate and preserve their legacy."
Mr. Azari has experience and knowledge placing him among the TOP PERFORMERS in the industry. Whether you're just starting to plan for the future and protect your family or if you've been building your retirement, Sina believes in the value of performance and strategic asset allocation.
"I work hard for my clients, without them, I couldn't serve my purpose. I initiate every relationship with passion, care and service with the results that earn their referrals."
Sina Azari is a Managing Partner with Present Financial Partners and the Principal Broker for Present Financial Properties, our Real Estate Division. Present Financial offers over 130 different Insurance companies and carriers. By being a Licensed Broker, our portfolio of offerings aren't limited to any specific carrier, this allows us to offer only the best, most suitable, TOP RATED and secure products accommodating our clients' specific needs. Present does not charge any broker fees or additional expenses.
When it comes to strategic financial planning, having the right advisor is pivotal to achieving your future financial goals and success planning. The right agent can reduce your risk, maximize earnings, and save you thousands of dollars.
Selecting Sina as you financial services professional and trusted advisor will guide you through the complications of successful pre and post retirement process with security and great peace of mind.
Sina's core values include:
-Innovative problem solver
-Availability to clients
-An effective communicator
2003, San Francisco State University
- BS Physiology, Emphasis in Gerontology
2003, Life, Health, Annuity, Disability Lic.
- CA Dept. Of Insurance LIC # 0D98339
2004, CLTC- Corporation for Long Term - Care; Lifetime Member.
2005, CSA- Certified Senior Advisor
2005, Real Estate License
-CA Beareu of Real Estate LIC# 01484625
2011, Boston University
2016, Tony Robbins Life Coach Certification
-Strategic Intervention Development
2016, Natl Association Of Realtors
-Current REALTOR Designee
2016, The American College
-Certified Financial Planner