Sepideh B.
11/13/2025
I started with transferring my pension account, first, since the account was matured and I had to withdraw from it, so I contacted Mr. Yekani, and with his advice, transferred the balance. Mr....
Yekani Wealth Management & Real Estate
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6300 Canoga Ave Ste 1100
Woodland Hills, CA 91367
Yekani Wealth Management & Real Estate, located in Woodland Hills, CA, is an independent financial services firm dedicated to helping individuals and families create personalized retirement strategies through a wide array of insurance products. Their Financial X-Ray process aims to identify critical financial mistakes, enabling clients to build a stronger family legacy while achieving their retirement goals.
In addition to comprehensive financial planning and retirement income strategies, Yekani Wealth Management offers services such as tax-efficient strategies, long-term care planning, and estate planning, ensuring that clients are well-prepared for the future. With over 15 years of experience serving the Persian community in the greater Los Angeles and Orange County area, the firm is committed to providing reliable financial information and guidance.
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Reviews
3.011 reviewsMani T.
11/16/2025
All the accounts of life insurance or annuities are with tricks because they do not explain the costs at the start. No one will gain anything more than them. before doing business with them it is...
Simon K.
4/22/2025
Highly trustworthy, and knowledgable. This firm gave our family the right direction we needed to be on the right path for retirement and estate planning needs. Would definitely recommend the...
A F.
5/15/2025
simply a crook person. made an appointment to do some investment, but called me. I am glad I found another great place to invest. Don't trust this place
Afarin V.
3/3/2025
Tried to make an appointment with Mr. Yekani. The lady that was trying ti=o set up the appointment was not friendly at and was not accommodating someone's schedule that can not be on the phone...
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