{"id":27,"date":"2019-08-22T13:24:23","date_gmt":"2019-08-22T13:24:23","guid":{"rendered":"https:\/\/templates.responsively.com\/template21\/?page_id=27"},"modified":"2022-02-07T05:28:11","modified_gmt":"2022-02-07T05:28:11","slug":"about-us","status":"publish","type":"page","link":"https:\/\/www.dabk.com\/?page_id=27","title":{"rendered":"About Us"},"content":{"rendered":"\n<h1>\n\t\tAbout Us \n\t<\/h1>\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.dabk.com\/wp-content\/uploads\/2022\/02\/name.jpg\" alt=\"Daryoosh Khalilollahi, CFP, MBA, MSEE\" itemprop=\"image\" height=\"47\" width=\"499\" title=\"name\" onerror=\"this.style.display='none'\"  \/>\n\t<strong>PRINCIPAL<\/strong><br \/>\nNAPFA (National Association of Fee-Only Advisors) Registered Financial Advisor\n\t<p>Daryoosh&#8217;s passion is helping individuals, couples and families make the financial decisions that are best for their specific circumstances and avoid financial mistakes. He has been living in the Bay Area since 1989 and established his financial advisory firm in 2004. His typical clients are those who are serious about retirement planning or other mid-to-long term financial goals. He is a California state Registered Investment Advisor.<\/p>\n\t<p>If you took money\u00a0out of the picture,\u00a0how would a typical\u00a0day of yours be\u00a0spent? The more\u00a0clearly you can\u00a0visualize the\u00a0routines of such a\u00a0day, the easier it\u00a0may be for you to\u00a0align your goals\u00a0with your values.<\/p>\n<p>The mission of DABK Financial\u00a0Planning Services is to help clients\u00a0achieve their goals in line with their\u00a0values. Since our inception in 2004, our\u00a0commitment to our clients has been the\u00a0following:<\/p>\n<ul>\n<li>To be honest, starting with\u00a0the initial free consultation session.<\/li>\n<li>To treat our clients with respect and\u00a0help them understand the financial\u00a0concepts that are relevant to their\u00a0circumstances.<\/li>\n<li>To provide the highest quality\u00a0information and advice tailored to the\u00a0client&#8217;s goals.<\/li>\n<li>To make appropriate referrals to other\u00a0professionals whenever a client needs\u00a0advice in areas outside the advisor&#8217;s\u00a0expertise.<\/li>\n<\/ul>\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.dabk.com\/wp-content\/uploads\/2022\/01\/1.png\" alt=\"1\" itemprop=\"image\" height=\"580\" width=\"626\" title=\"1\" onerror=\"this.style.display='none'\"  \/>\n<h2>\n\t\tOur Services\n\t<\/h2>\n\t<p>Your financial well-being benefits from periodic checkups, like your health and other aspects of your life. After a free initial consultation, we offer the following\u00a0services:<\/p>\n<h4>\n\t\t Financial Planning, Financial\/Investment Advice &#8211; Flat Fee\n\t<\/h4>\n\t<p>The deliverable of this service is a financial report describing the strengths and weaknesses of your financial condition, along with our recommendations for reaching your specified goals.<\/p>\n<h4>\n\t\tAnnual Retainer &#8211; Flat Fee \n\t<\/h4>\n\t<p>After an initial session, if you decide to have an ongoing advisor-client relationship, we will monitor and evaluate your progress towards your goals and respond to any issues or concerns that you may have. We will make investments and other financial recommendations based on the changing macroeconomic conditions, your circumstances and your goals.<\/p>\n<h4>\n\t\tHourly Advice\n\t<\/h4>\n\t<p>If there are specific issues you are concerned with, we focus on these topics after reviewing your profile and your monthly cash flow and assets\/liabilities data. The process of\u00a0reviewing the collected data may often reveal other financial issues that we bring to your attention. Recommendations are made after assessing relevant data and concerns.<\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>About Us PRINCIPAL NAPFA (National Association of Fee-Only Advisors) Registered Financial Advisor Daryoosh&#8217;s passion is helping individuals, couples and families make the financial decisions that are best for their specific circumstances and avoid financial mistakes. He has been living in the Bay Area since 1989 and established his financial advisory firm in 2004. His typical&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-27","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.13 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>DABK Financial Planning Services | Berkeley, California | Time-Constrained Finance | Annual Retainer<\/title>\n<meta name=\"description\" content=\"DABK Financial Planning Services is located in Berkeley, California. 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