Shadi Hassani

Wealth & Protection Planning Consultant @New York Life

Irvine, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

Wealth & Protection Planning Consultant @New York Life

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EDUCATION

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School of Business, Economics and Law at the University of Gothenburg

Bachelor's degree, General Sales, Merchandising and Related Marketing Operations B2B

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Avicenna International College

High School Diploma, Mathematics and Statistics

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University of Oxford

MBA Strategic Management Cert., Strategic Managment

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University of Borås

Bachelor's degree, Electrical and Electronics Engineering

ABOUT SHADI HASSANI

I offer trusted financial guidance to clients, with a strong focus on supporting multicultural communities in building long-term protection and security. Raised in Sweden, I studied electronic engineering and data and began my career in the tech industry, working with leading companies. Over time, I realized my strength was in relationship-building and business development and that I wanted a people-focused career where I could make a direct impact.I pursued an MBA Certificate in Strategic Management and have over 10 years of experience in business development and management. That background gave me a strong foundation in how businesses grow from the ground up business plans, budgeting, and strategic execution which I now apply to helping individuals, families, and business owners make smart, confident financial decisions.Today, I provide personalized insurance and financial strategies designed to protect income, safeguard assets, and support legacy planning. I also work alongside an experienced team to help clients explore asset protection and tax-efficient strategies so they can feel secure today and better prepared for the future.

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Shadi Hassani — Wealth & Protection Planning Consultant at New York Life in Irvine, CA, US | Unifers