Dabk Financial Planning Services

Dabk Financial Planning Services (CRD# 132234) is a financial advisory firm headquartered in Berkeley, CA. They manage $1,250,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $625,000
Compensation Options
  • 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.

CA

Financial Advisors at Dabk Financial Planning Services
Showing 1 - 1 of 1 top financial advisors.
1
Daryoosh Khalilollahi
CRD#: 4827597
El Cerrito, CA
96
Wealthminder
score

Daryoosh Khalilollahi (CRD# 4827597) is an Investment Advisor Representative working at Dabk Financial Planning Services in El Cerrito, CA and has over 12 years of experience in the finance industry. Daryoosh Khalilollahi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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