Page Khalajestani, founder of Pakha Investment Advisory, discusses what really matters for your Money and Retirement. As an Independent RIA Pakha provides Tactical Tax strategies, Financial, Retirement, Estate and Pension Plans for businesses and individuals.
About Page Khalajestani
Pakha Investment Advisory, Inc. is a California Registered Investment Advisory providing affordable customized financial planning services to small businesses and individuals. Our services include financial and retirement planning with an emphasis on legal and tactical tax saving strategies, cash flow and balance sheet analysis, estate planning, asset reallocation, risk analysis and minimization and guaranteed lifetime income planning.
With over 30 years’ experience in the Financial markets as a Senior Institutional Equities and Bond Trader on Wall St. to establishing a decade long successful Female owned investment advisory firm, Page Khalajestani brings her vast experience and keen instincts to every single client plan. Together with an extensive team of highly qualified CPAs, CFPs, MBAs and Attorneys, a thorough analysis is conducted before a comprehensive plan with a strong fiduciary tilt is recommended in your customized fee-based plan. Thereafter, a time-tested implementation process with military precision will walk you through every step.
Within months of becoming a client, your ease of mind and comfort about your financial future will provide an opportunity for a more balanced life, something highly valued by Ms. Khalajestani for herself and in turn for all Pakha clients. After all, isn’t that the end goal for us all?
We invite you to visit us on our website (link below) to conduct your due diligence through the broker check link supplied on our website. You can also find us on Facebook and Instagram pages and tune in every Sat to the Money Page Radio Show for more insights and colorful conversations about this crazy time we are all living in!
Please check our Events tab for upcoming educational webinars on varied financial and investment industry subjects!
Thank you and God Bless us all
God Bless the United States of America