CELL: (650) 219-0774
OFFICE: (714) 793-9371
FAX: (714) 685-1939
For more than a decade Sina has been an expert Financial Strategist combining his knowledge in Real Estate and Risk Assessment. Practicing as a licensed Insurance and Real Estate Advisor, Sina is a California Broker, and Principal broker for Present Financial Properties and Vice President of Present Financial Partners.
"Providing successful results for my clients in Real Estate and Financial Services comes down to being an effective communicator with experience, knowledge, and strong negotiation skills."
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 in 2002. Shortly after his studies, he obtained the California Department of Insurance license. 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 California Real Estate Broker and active member of the National Association of Realtors.
In 2005, Sina earned the Certified Senior Advisor designation, making him an expert in retirement strategies. With the increasing need and importance of disability and Long Term Care planning, he immediately studied for the CLTC 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 planning."
After earning the CLTC, Sina continued his studies at Boston University and is currently enrolled in The American College focused on earning the Certified Financial Planner designation. In addition to being a personal investor, Sina is an expert negotiator, mastering Investment Real Estate from Northern to Southern California, he's become a Market Specialist. Working with Sina as 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 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."
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 Bureau of Real Estate LIC# 01484625
2011, Boston University
2016, Tony Robbins Life Coach Certification
-Strategic Intervention Development
2016, Nat'l Association Of Realtors
-Current REALTOR Designee
2016, The American College
-Certified Financial Planner
2017, CA RE Brokers License
-Real Estate BROKER LIC# 01484625