With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, we are well- equipped to help provide you with solutions for your unique situation.
We are registered to offer securities in the following jurisdictions:
California, Connecticut, Illinois, Maine, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, Utah, Vermont, Virginia, Wisconsin
Shervin Sadr is a CFP® Professional as recognized by the CFP® board: https://certificates.cfp.net/dee5149d-7bb9-4653-8567-a3c89d2bebf3#acc.1B6MYbfA
Shervin Sadr, CA Insurance License #4165064, domiciled in MA
