Wealthtender Wealthtender
WISE
Wealthtender

Existing customer? Sign in

© 2023 Wealthtender, Inc. All rights reserved.

Daryoosh Khalilollahi, CFP®, MBA, MSEE

Affordable and conflict-free hourly or flat-fee financial planning advice.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
DABK Financial Planning Services Daryoosh Khalilollahi, CFP®, MBA, MSEE
El Cerrito, California

Serving Clients Nationwide

Affordable and conflict-free hourly or flat-fee financial planning advice.

510-558-9208

Website

Areas of Focus

  • Financial Life Planning
  • Investing
  • Retirement Planning
  • Owning a Business
  • Taxes

About Me

Hi, I'm Daryoosh Khalilollahi. My passion is helping individuals, couples and families make the financial decisions that are best for their specific circumstances and avoid financial mistakes.

I have been living in the Bay Area since 1989 and established my financial advisory firm in 2004. My typical clients are those who are serious about retirement planning or other mid-to-long term financial goals.

I am a California state Registered Investment Advisor.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • National Association of Personal Financial Advisors

Primary Location

1007 Villa Nueva Drive El Cerrito, CA 94530

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Flat Fee
  • Hourly Rate
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

About our Firm

If you took money out of the picture, how would a typical day of yours be spent? The more clearly you can visualize the routines of such a day, the easier it may be for you to align your goals with your values.

The mission of DABK Financial Planning Services is to help clients achieve their goals in line with their values. Since our inception in 2004, our commitment to our clients has been the following:

✅ To be honest, starting with the initial free consultation session.

✅ To treat our clients with respect and help them understand the financial concepts that are relevant to their circumstances.

✅ To provide the highest quality information and advice tailored to the client's goals.

✅ To make appropriate referrals to other professionals whenever a client needs advice in areas outside the advisor's expertise.

Our Services:

Your financial well-being benefits from periodic checkups, like your health and other aspects of your life. After a free initial consultation, we offer the following services:

✅ Financial Planning, Financial/Investment Advice - Flat Fee: The deliverable of this service is a financial report describing the strengths and weaknesses of your financial condition, along with our recommendations for reaching your specified goals.

✅ Annual Retainer - Flat Fee: After an initial session, if you decide to have an ongoing advisor-client relationship, we will monitor and evaluate your progress towards your goals and respond to any issues or concerns that you may have. We will make investments and other financial recommendations based on the changing macroeconomic conditions, your circumstances and your goals.

✅ Hourly Advice: If there are specific issues you are concerned with, we focus on these topics after reviewing your profile and your monthly cash flow and assets/liabilities data. The process of reviewing the collected data may often reveal other financial issues that we bring to your attention. Recommendations are made after assessing relevant data and concerns.

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/4827597

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Healthcare Professionals
  • Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms.

Looking for a Flat Fee Financial Advisor?
Looking for a Financial Advisor for Healthcare Professionals
What is a Certified Financial Planner (CFP)?
Looking for a Subscription-Based Financial Advisor?
Looking for an Hourly Financial Advisor?
Looking for a Financial Advisor as a Small Business Owner?
Looking for a Financial Advisor in San Francisco, California?