Yekani Private Wealth Management & Real Estate
Home of Financial X-Ray
Our Financial X-Ray process has helped guide many families and business owners into making fewer financial mistakes, allowing them to keep more of what they earn and build a stronger family legacy.
Financial Planning Doesn't Need to be Complicated
It is our job to fully understand your financial situation and retirement goals. We work with you to identify any critical mistakes or gaps in your financial plans to help create a plan custom to you. By offering a wide range of financial services and retirement planning assistance, we help our clients achieve the retirement of their dreams.
Our Step-by-Step Process for Financial Success
We identify your critical financial mistakes.
How many critical financial mistakes have you made in the past? How much did they cost you? We answer these two questions in our first step.
We show you a map of your future.
We create a customized plan, eliminating costly financial mistakes and show you a roadmap to your financial future.
We guide you to execute for success.
We guide you to take the right action steps and become confident in making the right financial decisions for yourself and your family.
Tune In To Radio Hamrah
For more than 15 years, the Yekani Wealth Management & Real Estate Radio program has provided financial information to the Persian community throughout the greater Los Angeles and Orange County area.
As Heard On:
“We’ve found a new
financial freedom with Yekani Wealth Management & Real Estate. Nick and his team have made a huge impact on our lives.”
Tom Serrano
