Bardia Hariri
Principal at Hariri Financial Partners
- Role
- Principal at Hariri Financial Partners
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Bardia Hariri
I collaborate with visionary and entrepreneurial professionals who are committed to…
Experience
Principal
May 2021 — Present · San Francisco, CA, US
As the Principal of Hariri Financial Partners, I lead a dedicated team in delivering tailored financial strategies to dentists, physicians, business owners, and retirees. My work focuses on assisting clients to achieve their business and personal financial goals through innovative solutions and a deep understanding of financial landscapes.Key Highlights- Specializing in crafting strategies for estate planning, retirement income, and asset protection to secure multigenerational wealth- Guiding clients through complex business succession planning, ensuring long-term viability for closely-held businesses- Supporting families and businesses with wealth management, legacy planning, and philanthropy, ensuring sustainable growth and protection against liabilities- Designing and implementing key executive benefit programs, including deferred compensation plans and funding for buy-sell agreements- Leveraging over a decade of expertise in financial services to align client objectives with innovative, forward-thinking strategies.Through a resolute vision and commitment to sustainable financial prosperity, I strive to navigate clients toward a flourishing future.
Education
University of Gloucestershire
Master of Business Administration - MBA, International Business
2010 — 2011
Westminster International College
Bachelor's degree, Business Administration and Management, General
2004 — 2008
Cardiff Metropolitan University
Bachelor's degree, Business Studies
2008 — 2010
Cardiff Metropolitan University
Doctor's Degree, Philosophy
2012 — 2016
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