Daniel Harutunian,
Certified Financial Planner designee (CFP)

The creator of this program, Daniel Harutunian, is a Certified Financial Planner designee (CFP) with over 14 years of experience in helping people achieve their financial goals.

What makes his perspective unique is that Mr. Harutunian has built a successful career by working with people from all walks of life. Today, many planners are more interested in “wealth management”, with an emphasis on the wealthy. Daniel’s approach is entirely different. He understands that each and every one of us, regardless of our present circumstances or the amount of money we have to start with, has truly important and meaningful goals in life. Wealth (money) is an instrument to achieve those goals and “wealth management” applies to everyone.

Whether it’s sending your children to college or buying that first home, in his multi-media presentation; Building Your Financial Goals House, Mr. Harutunian draws on his 14 years of professional experience to provides you with the facts you’ll need to make sound financial decisions.

Why create this program? The answer is that it was a personal mission. The very nature of our economy has changed and the responsibility for our own futures has been transferred to us. Whether you’re an hourly employee or the president of a major corporation, making good decisions that ensure your family’s financial security requires an understanding of the basics of finance. Daniel’s personal mission was to provide that in the easiest to understand form possible and help an underserved segment of our population, Spanish speakers.

     


• Learn how to secure your children university.
• Get the best of your retirement plans including IRA's, IRA's Roth and 401(k)s
• Build wealth and live stree free.

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