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://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/02a193be-0733-4c88-982c-3d92dcd8cd86
Shervin Sadr, CA Insurance License #4165064, domiciled in MA
