Hooshfar joined Pence Wealth Management in December of 2022. He serves as a relationship manager at the Newport Beach, California office and helps clients take care of their servicing needs and making sure all is in order. Hooshfar has worked in the financial services industry since 2019.
Previously, Hooshfar was the client services manager at Mass Mutual’s Newport Beach office, where he helped clients navigate their way through life insurance process and servicing clients with their retirement and investment portfolios.
He holds his Series 6 and 63 through LPL and is actively working towards his Series 7 and 65 license to better serve clients. Hooshfar also holds a Bachelors of Science in Business Administration from Chapman University.
Hooshfar enjoys spending time with his family, travelling, and continuing his studies in martial arts.
LEARN MORE ABOUT US
Our team members have spent decades in the industry, providing financial guidance for clients like you.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.
LPL Financial was founded with a vision to help financial advisors establish successful businesses.
Request An Appointment
At Pence Wealth, we believe that good financial decisions don’t have to be confusing.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
SUBSCRIBE TO OUR EVENT UPDATES
Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.