LOGO

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.

Group
A Man

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 and benefits from strong administrative support. Dr. Hariri is a passionate strategic thinker dedicated to helping individuals, communities, and businesses achieve their economic development goals. With over a decade of experience in the financial industry, he has consistently demonstrated a deep understanding of economic principles, community development, and growth strategies. Dr. Hariri is skilled at identifying opportunities and delivering innovative solutions for optimal outcomes, prioritizing community development and sustainability in decision-making for long-term success.

Dr. Hariri possesses strong technical expertise, communication, and leadership skills that have enabled him to build powerful networks and drive strategic economic growth. His commitment to long-term success is reflected in his dedication to providing clients with the highest level of service and expertise, supported by his team of dedicated advisors and administrative professionals.

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

Over the course of his career, Dr. Hariri has evaluated the financial requirements of over 15,000 small- and medium-sized businesses, delivering effective strategies in asset protection, accumulation, and distribution. His dedication to excellence is evident in his impressive track record, having achieved the closure of over $500 million in recurring insurance premiums with an outstanding 96% retention rate.

Maintaining professional connections with nearly 1,400 clients over the span of more than a decade, Dr. Hariri has consistently ensured that he remains in tune with their evolving needs and goals. His commitment to regular communication with clients allows him to reassess their financial strategies and adjust plans accordingly.

With over 10 years of experience in the financial industry, Dr. Hariri continues to exemplify his dedication to empowering individuals and businesses to achieve financial success and long-term prosperity. His unwavering commitment to the well-being of his clients and communities is a testament to his enduring passion for economic development, supported by his team of dedicated advisors and administrative professionals.

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

A Man

Minchul (Bill) Lee

CRD: 6407875 |
Securities License: 6,7,63,24
Investment Specialist

A Man

Daire Heneghan, CFA

Portfolio Manager
Registered Representative | CRD #6878927
Securities License: 7,66

A Women

Jessica Link

Associate Broker | License # 4242763

A Man

Sharif Moujtahed

Associate Broker | Insurance License # 4091694

A Women

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

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

Ignite your financial potential, protect what matters most, and shape your prosperous future

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