Redstone Wealth Management LLC

Family CFO is a financial services firm based in Oklahoma City, OK, specializing in providing personalized financial planning and investment management services to individuals and families. With a focus on building long-term relationships and understanding each client's unique financial goals, Family CFO offers comprehensive financial solutions to help clients achieve financial security and peace of mind. Generated from their business information

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

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.