Edelman Financial Engines

The further you go in your financial life, the more complex it becomes. Thats why you need a partner who can help you plot a course. The Edelman Financial Engines office in north Oklahoma City is here for you, serving all of the Oklahoma City metropolitan area, including Edmond, Yukon, Piedmont, Moore and Norman. Whether youre accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

My journey to becoming a CERTIFIED FINANCIAL PLANNER™ professional began over three decades ago, a testament to my long-standing commitment to helping people like you make the most of their financial lives. Before this, I honed my skills as a lawyer with a prestigious Florida law firm and as a CPA with one of the world's top public accounting firms. This diverse professional background gives me a unique perspective when helping you achieve your most cherished financial goals. And what I hope to deliver is advice that works for you because your financial success is my highest priority. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

Located in the heart of Oklahoma City, OK, Investment Concepts stands as a testament to the dedication and expertise of its founder, Mike Hashemi. Graduating from the University of Central Oklahoma in 1985 with a Bachelor’s degree in Computer Science and a minor in Math, Mike's journey to establishing this financial planning firm is a story of perseverance and passion for helping others navigate the complexities of finance. With a foundation built on four years of experience at First Investors, Mike recognized the need to offer unparalleled service to his clients, leading him to establish Investment Concepts in 1990. Drawing on his wealth of knowledge, Mike is committed to guiding individuals towards financial independence, embodying the values of hard work and determination that have defined his career in the financial industry. Generated using this place's available information