Beverly Hills Financial Planners, LLC

Beverly Hills Financial Planners, LLC (CRD# 137638) is a financial advisory firm headquartered in Sherman Oaks, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Beverly Hills Financial Planners, LLC
Showing 1 - 1 of 1 top financial advisors.
Angelo Talebi
CRD#: 2243829
14724 Ventura Boulevard, Suite 800, Sherman Oaks, CA 91403

Angelo Talebi (CRD# 2243829) is an Investment Advisor Representative working at Beverly Hills Financial Planners, LLC in Sherman Oaks, CA and has over 25 years of experience in the finance industry.

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