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Omid Sasson - Financial Advisor in Encino, CA

Omid Sasson

Financial Advisor

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Throughout my years in the financial industry, what I've come back to time and again is the paramount importance of a professional partner to help guide a person toward their most important life goals. My priority each day is to serve as a ...... Show More
Location & Business Hours
Business Hours
Tues
8 AM to 5 PM
Wed
8 AM to 5 PM
Thu
8 AM to 5 PM
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About
Throughout my years in the financial industry, what I've come back to time and again is the paramount importance of a professional partner to help guide a person toward their most important life goals. My priority each day is to serve as a trusted resource to my clients in decisions both large and small, so my clients in turn feel understood, confident and in control of their financial future.From my base in Encino, California, I serve individual investors, families and business owners throughout Los Angeles and Ventura Counties, as well across the country in Arizona, Colorado, Florida, Georgia, Idaho, Michigan, Nevada, Oregon, Pennsylvania and Texas.With each client, I perform a deep dive into their complete financial situation, so we can identify and create strategies to help reach each of their goals. This process includes more tangible things like accounts and paperwork, but most importantly, it involves me asking detailed questions and actively listening to gain a true understanding of what matters most in life to my clients.I am committed to high-quality, personalized service and a strong spirit of collaboration, accountability and transparency. Throughout our time together, my clients can expect:- Portfolio management and investment recommendations tailored to their specific needs- Goals-based strategies that prepare for different options and outcomes - Close collaboration with clients' CPAs to identify tax mitigation opportunities- Estate and legacy strategies that incorporate health care and charitable considerations- For seniors and retirees – Social Security and pension strategies - For business owners – determining appropriate business retirement and succession plansMy professional path led me to becoming a financial advisor so that I could make a difference in the lives of others. I specifically joined Edward Jones because I respected and share their values when it comes to both clients and employees. Previously, I worked for several years in financial services industries, as well as residential mortgages and personal and commercial insurance.Outside the office, my time is centered around my family. My spouse, Dalida, and I have a 11-year-old daughter and a Dachshund who both keep us entertained and on our toes! In me free time, I love traveling and watching sports, especially basketball and football. I speak Farsi fluently.
Specialities
Retirement Income Strategies
Wealth Strategies
Estate & Legacy Strategies
Insurance & Annuities
Business Retirement Plans
Basketball
Board Games
Electronics
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55
/850
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FAQs
Here are some Frequently Asked Questions about Omid Sasson
What organization is Omid Sasson associated with?
Omid Sasson is associated with Edward Jones.
What is Omid Sasson’s work email address?
Omid Sasson’s professional email address is o*********n@e**********.com. You can also email Omid Sasson by clicking on the contact Omid Sasson.
Where is Omid Sasson based out of?
Omid Sasson’s primary location is Encino, CA.
What is Omid Sasson's phone number?
Omid Sasson's phone number is (818) 935-6023
What is Omid Sasson's title??
Omid Sasson is a Financial Advisor.