4275 Executive Square Suite 400
La Jolla, CA 92037
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I attended Purdue University in West Lafayette, Indiana and received a Master’s of Finance & Management in May 1979 with an overall mission to educating and guiding those who want to build a sound future but may not have all of the pieces to make confident financial decisions. I reach for the stars every day; I want those I help to know that with the right information and a little guidance, they can too.
80s Rock n Roll, Jazz and as a child, I grew up watching Everybody Loves Raymond so I never get tired of those reruns. I also enjoy keeping up with the evolution of technology, men’s fashion as well as new findings and discoveries in health and science because the greatest investment I believe one can make, is your health.
Affiliations & Memberships:
Purdue University Alumni
As an active member in my community, I am part of the Persian Community and Homeowner’s Association.
I believe the most powerful gift we can give to others and receive within ourselves, is knowledge. My strength lies not only in my ability to educate others, but through asking the right questions and listening- after all, we have all been given mouths that close and ears that don’t and when we speak, we may be sharing what we already know but when we listen, we learn. I am motivated by my ability to inspire others to set their goals higher, instill within them courage to try harder, look at their bigger picture from different views and embrace the power of learning. Whether you want a better life for your children than the one you had, you’ve felt stuck in the same place and are looking for something greater, or you’re already prospering exponentially and looking for ways you can improve even more all of these goals have one thing in common- you want growth.
Additional languages spoken:
- Insurance Strategies
- Investment Strategies
- Retirement Strategies
- Retirement Income Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Majid’s Licenses and Disclosures