Our Advisors

Sina Soltani

Financial Advisor

Sina Soltani uses his education and skill set to provide a unique perspective and approach to the financial services industry. Focusing on financial planning for individuals and businesses, Sina blends analytical thinking, a client-oriented mindset, and a strong sense of ethics to provide his clients with excellent service.

With more than 7 years of experience within the financial services industry, Sina offers a strong support system and the tools necessary to administer a holistic approach to the financial needs of clients.

Sina earned his Bachelor of Arts degree in business economics at the University of California, Santa Barbara. In his spare time he enjoys golfing, snowboarding, and playing ice hockey.

CA insurance License # 0H62578

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