Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:
• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.
Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.
Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.
Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.
Learn More: https://www.retirementap.com
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Ron Roberts Founder and CEO of Roberts Retirement Group Discussing Guaranteed Retirement Income Planning - November 22, 2024
- Interview with Scheavosky McGawion Founder of McGawion Insurance Pros Discussing Empowerment Through Education in Insurance - November 22, 2024
- The Inspired Impact Podcast with Judy Carlson-Interview with Stephanie Piko, Mayor of the City of Centennial, Colorado - November 20, 2024
