Cell: (408) 637-8940
Jadidi, along with his professional team, will work with you to help design your financial future. Part of his process is providing you with a clear picture of where you are today beside all your concerns for tomorrow, to prioritize your financial goals. He will help you to protect your family's future no matter what may happen to you. The next steps may include protecting wealth, ensuring your income is protected, maximizing your retirement strategy, and planning the legacy you transfer to your family and community. By recognizing your desires, Jadidi and his team can help you protect financial wealth as you create better lives for yourself and your families.
Jadidi's experience with accounting and auditing helps him to look deliberately into individual financial statements. His client base is diverse. Many of his clients are small business people, most of whom founded and now run their own businesses. While they are in many different industries, they share a belief in the future and in their respective abilities to influence that future. Both individuals and business people realize the value of getting quality help, which is why many of them rely on Jadidi and his team at Pacific Advisors to help them with their financial futures.
Building secure financial futures often includes areas such as tailored income strategies, tax-reduction strategies, succession planning for business owners, life insurance planning, and effective asset allocation and coordination.
Jadidi holds a Bachelor of Science in Accounting and a Master of Business Administration. Jadidi was involved in coaching and supporting Drexel University wresting programs as a volunteer assistant coach during years of 1999 to 2010. He worked primarily in marketing and education, with a focus on planned giving, before becoming a full-time financial representative. Jadidi and his wife, Jila, currently live in Santa Clara county with their two sons, Aryan and Arvin. Jadidi is involved in providing financial education to corporations and working with cultural market business owners who need his advice to organize and transfer their wealth and businesses to new generation. He is proud to support clients at the Pacific Advisors office near San Jose in Campbell, California.
Jadidi invests first in himself to provide the best value to his clients. This is most evident in his commitment to ongoing education. He believes that only by keeping ahead of the fast-paced changes in our economy can he be of optimum value to his clients. In addition to his academic degrees and meeting the base requirements for his industry, Jadidi has obtained two very important designations in the insurance and financial industry, Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®), as well as Life Underwriter Training Council Fellow (LUTCF).
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors is not an affiliate or subsidiary of Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0E96370. Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement. This material is intended for general use. By providing this content the Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.