Hariri Financial Partners

Insurance and Financial Solutions

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We help dentists, physicians, owners of closely-held family businesses and retirees determine what it is they are trying to accomplish from both a business and personal strategies perspective, and then help ensure our clients achieve it.

OUR Firm

Who We are

We help dentists, physicians, owners of closely-held family businesses and retirees determine what it is they are trying to accomplish from both a business and personal strategies perspective, and then help ensure our clients achieve it.

At Hariri Financial Partners, we envision a future where financial prosperity knows no bounds. Our commitment is to empower families and individuals alike to navigate the complex financial landscape with confidence, guided by a resolute vision for a secure and flourishing future.

We believe in the relentless pursuit of financial security, where the foundations of asset protection, wealth accumulation, and strategic distribution strategies are not merely words, but the keystones of a prosperous life.

In our vision, families thrive, nurtured by the wisdom of positive thinking and a growth mindset. We understand that life is inherently unpredictable, but we firmly believe that we can shape our destinies through diligent preparation.

Our approach extends beyond the conventional. We embrace the intricacies of tax diversification and market diversification, recognizing them as indispensable tools to safeguard your wealth.

At Hariri Financial Group, our vision transcends the boundaries of today, reaching into a tomorrow where financial freedom and peace of mind flourish. Together, we journey towards a brighter future, where prosperity knows no limits.

Bardia Hariri, MBA. PhD.

Our Principal

Bardia Hariri, MBA, PhD, is a licensed financial professional and insurance agent (CA Ins. Lic. # 0K72662), holding active licenses in California and many other states. He leads a team of dedicated advisors with strong administrative support. Dr. Hariri is a strategic thinker focused on helping individuals, communities, and businesses achieve economic development goals. With over a decade of experience in the financial industry, he has a deep understanding of economic principles, community development, and growth strategies. His PhD thesis from the University of Wales focused on the emergence of isolated nations into global consumer culture, driven by his passion for Middle Eastern economics, history, and politics. Dr. Hariri excels in identifying opportunities and delivering innovative solutions, prioritizing community development and sustainability for long-term succes.

Dr. Hariri's technical expertise, communication, and leadership skills have enabled him to build strong networks and drive strategic economic growth. His commitment to long-term success is reflected in his dedication to providing clients with top-level service and expertise, supported by his team.

In recognition of his achievements, Dr. Hariri has been consistently ranked in the top 1% of financial professionals and insurance agents globally for seven consecutive years as a member of the Million Dollar Round Table (MDRT). His expertise spans a wide range of financial products and services, earning him the trust and confidence of his clients.

Throughout his career, Dr. Hariri has evaluated the financial needs of over 15,000 small- and medium-sized businesses, delivering effective strategies in asset protection, accumulation, and distribution. He maintains professional service with nearly 1,400 clients, ensuring he remains in tune with their evolving needs and goals. His commitment to regular communication allows him to reassess financial strategies and adjust plans accordingly.

With over 10 years of experience, Dr. Hariri continues to empower individuals and businesses to achieve financial success and long-term prosperity. His dedication to his clients and communities reflects his passion for economic development, supported by his team of advisors and administrative professionals.

In addition to his professional endeavors, Dr. Hariri enjoys spending time with his family and giving back to the community.

Licensed in

California

Arizona

Florida

Nevada

Texas

Hawaii

Oregon

New Mexico

Ohio

Massachusetts

Virginia

Utah

Process

Initital Meeting

Discovery

Design

Recommend

Implement

Follow-Up

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there. We first meet with you and gain a clear understanding of your concerns and objectives. We then provide you with an analysis and projection of your personal and business financial situations. We explore possible strategies to achieve your goals, collaborate with your circle of advisors, and can then help you implement and follow up on your course of action.

At Hariri Financial Partners, we put our own considerable experience to work on your behalf, the knowledge of the elite team of strategic partners professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

What We Do

Financial Building Process Worksheet

01

Defensive Planning

Protect

What you own, those you love, what you earn now/in retirement

03

Aggressive Planning

prioritize GOALS

Diversity to help reduce risk, consider maximizing qualified plan contributions
Circle

02

Offensive Planning

Plan for

Major purchases, emergencies,
college education, retirement

04

Progressive Planning

pASS ALONG ASSETS

Estate conservation, charitable giving, consider tax efficiency

This is for educational purposes only and not intended as a recommendation for any particular product. All items may not pertain to your particular situation. Please seek tax advice from your tax advisor. Taxes are one of the many items that should be considered when evaluating a financial product for your situation.

Financial Building Process Worksheet

01

Defensive Planning

Protect

What you own, those you love, what you earn now/in retirement

02

Offensive Planning

Plan for

Major purchases, emergencies,
collage education, retirement

03

Aggressive Planning

prioritize GOALS

Diversity to help reduce risk, consider maximizing qualified plan contributions

04

Progressive Planning

pASS ALONG ASSETS

Estate conservation, charitable giving, consider tax efficiency

This is for educational purposes only and not intended as a recommendation for any particular product. All items may not pertain to your particular situation. Please seek tax advice from your tax advisor. Taxes are one of the many items that should be considered when evaluating a financial product for your situation.

Team

Jessica Link

Associate Broker | License # 4242763

A Man

Sharif Moujtahed

Associate Broker | Insurance License # 4091694

Jennifer (Satya) Willingham

Recruiting Coordinator | Insurance License# 4003312

Julian Villamizar

Associate Broker | License #4229776

Zeus Kajita

Associate Broker | License #0k26729

Meharpreet Kaur (Mehar) Hundal

Associate Broker | Insurance License #4363056

Michael Tran

Associate Broker | License #0f81494

Alvaro Perez

Associate Broker | License #0D27713

David Velazquez

Associate Broker | Insurance License #4135809

Nariman Pournejat, MBA

Associate Broker | California Insurance license #4383776

Nick Martin, Managing Associate

Insurance License #0715251

Connor Tebbe

Associate Broker | License #4398740

Oscar Quintero

Associate Broker | License #CA Lic 4057897

Torrance Mak

Associate Broker | Insurance License # CA Ins Lic #OC41717

Daniil Shichkov

Associate Broker | Insurance License# 20836147

Nicholas Cuda

Associate Broker | License #0H79781

Ginger Chien

Associate Broker | License # 4394348

Mary Claire Fabricante

Associate Broker | License # 4406463

Ester Miao

Associate Broker | Insurance License# 4417377

Aidan Concepcion

Associate Broker | CA License No.: 4296504

Nadia Sadegh

Associate Broker | License #4292439

Products

Life Insurance

Many people think that life insurance is only for people with families. While it is true that life insurance can help provide for the needs of dependents, life insurance also can be an important part

of a well-thought-out estate, business succession or charitable giving plan.And permanent life insurance offers many living benefits as well, such as tax-deferred cash value accumulation. For all of these reasons, life insurance can be important for someone starting out - or for someone who's starting over.

Annuities

An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump-sum of money into a guaranteed stream of income payments.

Deferred annuities offer the advantage of tax-deferral and can be used to accumulate money for retirement.

Guaranteed Lifetime Income Annuities

An income annuity where income payments begin immediately - one period after the annuity is purchased. It is designed to provide you with predictable income monthly, quarterly,

semi-annually or annually, no matter how long you live, and regardless of how the financial markets perform.

Long Term Care Insurance

Long-Term Care Insurance is still a relatively new type of insurance product. Many people do not understand what long-term care insurance policies cover, how and when the policies pay benefits, and who should obtain coverage.

Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.

Services

Services For business