Our Qualifications
Majid ” Mike ” Rokhi
CA Insurance License # 0F49970
I have been working with individuals and businesses in Northridge, Glendale, and Los Angeles for several years. I have the education, skills, knowledge and experience in the financial services industry to help meet my client’s objectives.
Education:
Master of Accounting and Financial Management ( MAFM ), California
Keller Graduate School of Management of Devry University
Graduate Certificate in Financial Analysis, California
Licensed to sell Life & Health Insurance in California ( Lic.# 0F49970 )
CTEC Registered Tax Preparer ( CRTP # A164575 )
I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of Insurance products . The personalized program that I can provide is a road map to working toward a more secure financial future.
I am living in Porter Ranch, CA. (Northridge, CA.), and I work with individuals and small businesses in Los Angeles County, Orange County, and Ventura County. I’m looking forward to using my experience to help you pursue your financial goals.
Why Me?
At UniFirst Insurance & Financial Services we use highly rated Insurance companies for their financial strength and claims paying ability. We use all offers a wide array of products and services to help people reach their goals and they have a great selection from which to choose.
I am also working in accounting firm with Dave Banerjee CPA located in Woodland Hills , CA. who is known for the high quality of its services such as providing Securities Business Accounting for Broker Dealers, RIA and compliance services, Tax Services & Audits ( PCAOB ).
* My Experience
Because my back ground is based on accounting and financial analysis, I specialize in helping small business owners and individuals maximize the fruits of their hard work by minimizing their tax burden and helping them with prudent financial services to achieve their financial freedom and goals.
* Trust, Relationships
Trust is a fundamental key element to a successful relationship. A relationship with a financial representative must be built on a solid foundation of trust. Trust isn’t built overnight, it’s build over time. It isn’t about talking, it’s about listening. With trust, my role in this area is to help a client take consistent action and implement a plan to reach the client’s goals for the reasons that are important for them.
* It’s all about you
I take the time to learn about you .Your financial decisions involve much more than just ” how much you have” I believe it’s important to align your values, what’s important to you, with your financial needs .
This is my fundamental philosophy when I’m working with my clients.
* Your Progress
I take the time to analyze the information that you have provided and sometimes consult with other specialists in different areas of financial services like tax planner or financial planners to help my clients.
I’m looking forward to using my experience to help you pursue your financial goals.
