Amir Noor, CFP®

Financial Wellness Coach | Fiduciary Financial Advisor | Tech Enthusiast

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United Financial Planning Group, LLC Amir Noor, CFP® He/Him
Hauppauge, New York

Serving Clients Nationwide

Financial Wellness Coach | Fiduciary Financial Advisor | Tech Enthusiast

Areas of Focus

  • Budgeting
  • Choosing a Financial Advisor
  • Investment Management
  • Retiring Early (F.I.R.E)
  • Saving

About Me

Hello! I'm Amir Noor. If you're reading this, then you probably know me, want to know me, want to sell me something, or want to do business with me! That sounds good to me. You can read a bit about me below, or you can send me a message, and we can grab some coffee. Just don't try to steal my kidney!

People that can show me or teach me something new fascinate me. More importantly, please recommend a great restaurant I should try.

➕ Learn More About Amir

Amir Noor is the Director of Financial Planning for United Financial Planning Group LLC. He started his career in the financial services industry in 2007 in Huntington, NY, at the W. J. Valone Agency. Looking to expand his practice and skillset, Amir joined Park Avenue Securities in 2014. As he continued to grow and understand financial services, he felt there should be more of a client-first model with fee-based planning, and joined UFPG in 2021.

Amir specializes in Personal Financial Planning and Qualified Retirement Plans. As well as the following focus areas:

✅ Investment Management
✅ Attorney Growth Planning
✅ Estate and Trust Planning
✅ Physician Growth Planning
✅ Defined Benefit/401(k) Plans
✅ Wealth and Risk Management
✅ Insurance and Benefit Coordination

Amir is a member of the Golden Key International Honour Society at Stony Brook University, a member of The LIincs Organization, a non-attorney member of the South Asian Bar Association of New York (SABANY), and Honoree of the Huntington Township Chamber of Commerce Young Professional Award.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • Garrett Planning Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

11788

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Package Offers
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free, no-obligation consultation to discuss your concerns, current financial situation, and how we can help. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

We are a Fee-Only, Fiduciary Firm dedicated to providing sound, impartial financial advice. Our tight-knit team of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs work together to turn your retirement goals into a retirement plan.

By being truly comprehensive in the services we offer, we make it our goal to advise our clients on every facet of their financial well-being.

United’s Comprehensive Financial Planning Services:

✅ Analyzing & Projecting

✅ General Planning

✅ Scenario Planning

✅ Retirement Services

✅ Investments

✅ Employer Services

Education

Fordham University, Business Management | SUNY at Stony Brook, B.S, Business Management; Finance

Badges

Hobbies and Interests

  • Computer
  • Eating Out
  • Entertaining
  • Television
  • Traveling
  • Video Games
  • Wine

Who We Serve

  • Business Owners
  • College Graduates
  • Content Creators
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Immigrants
  • Intergenerational Families
  • Muslim
  • Parents
  • Physicians
  • Real Estate Investors
  • Technology Professionals
  • Widow
  • Women’s Finance
  • Young Families

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