Vahick A. Yedgarian

About Vahick A. Yedgarian

Here are my fees: Assets under management Annual fee (as % of your portfolio)Less than Amounts over Accounts plus ($1 to plus).%.% The fees are negotiable. Fees are paid monthly in arrears and are automatically debited from your account at Charles Schwab based on the Account valuation as of the end of each month. For more information, please see ADV Part 2 The cost of a one-time financial plan can vary based on the specifics of each individual\'s situation. Half of the fee is payable upon signing of this Agreement and the balance upon delivery of the written Plan. Please see ADV Part 2 I also offer financial advisory services at an hourly rate of \\$600.00. Please see ADV Part 2I might be able to assist you in the following areas.• Education Funding• Estate and Financial Planning• Investment/Portfolio Management• Wealth ManagementAND -• Traditional-IRA• Roth-IRA• Rollover-IRA• Minimum Distributions-• SEP-IRA• SIMPLE-IRA• Profit-Sharing Plan• 401(k) Plan• Individual 401(k) Plan• Money Purchase Plan• 403(b) Plan• Cash Balance Plan• Defined Benefit PlanI receive no commissions, rebates, or any form of compensation from banks, brokerage firms, mutual fund families, partnerships, or insurance companies. My only compensation is from our clients. As a result, our advice to you is free from potential conflicts of interest.Custodian and Brokerage services provided by Charles Schwab & Co, Inc. Member S••••••••@RegencyFinancial.net

Experience

1. Adjunct Faculty

   Several Universities

   Sep 2009 — Present

   Since September 2009, I have taught American (including military and veteran) and international undergraduate, graduate, DBA, and Ph.D. business students in synchronous (live online), asynchronous (online), hybrid, and in‑person formats:• Consistently rated as a top educator across multiple universities with outstanding evaluations:• Business Law for Managers / International Business Law for Managers• Economics and Finance• Fundamentals of International Trade• Global Leadership, Business and Organizational Change• Introduction to International Business• New Venture Development and Management Consulting• Operations and Supply Chain Management• Organizational Behavior and Strategic Management• Organizational Leadership and Managing in Global Environments• Personal Financial Planning Capstone• Survey of Personal Financial Planning :• Improved and rebuilt several business, economics, and finance course syllabi.• Serve on candidacy and dissertation committees.

Education

• UCLA

  Professional Designation Personal Financial Planning and Services

• Northcentral University

  Post Graduate Certificate in Financial Management

• Ohio University

  MFE, Master of Financial Economics

• Northcentral University

  Ph.D., Business Administration/Global Business, Leadership and Sustainability

Skills

• International Trade
• Mergers & Acquisitions
• Organizational Development
• Analysis
• Valuation
• Entrepreneurship
• Economics
• Corporate Finance
• International Development
• Portfolio Management
• Start-Ups
• Higher Education
• Motivational Speaking
• Business Strategy
• Equities
• Managerial Finance
• Risk Management
• Financial Modeling
• Financial Analysis
• International Business
• Capital Markets
• Investments
• Management Consulting
• Executive Management
• Business Planning
• Emerging Markets
• Strategic Financial Planning
• Private Equity
• Financial Markets
• Investment Banking
• Strategy
• Crm
• Business Valuation
• Strategic Planning
• Management
• Leadership Development
• Public Speaking
• Training
• Asset Managment
• New Business Development