PHILOSOPHY

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.

EARNED SUCCESS 

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.

BACKGROUND

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.

COMMITMENT TO EDUCATION 

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).