Hooman Omidpanah, CFP®, CRPC®
Founder & Managing Director | Wealth Planning Advisor
As the Founder & Managing Director of WealthPlanNow, Hooman prides himself on a comprehensive approach to financial planning and specializes in working with affluent and highly affluent clients. With over 14 years of experience, he is proficient in financial planning and has access to a large network of resources including subject matter experts nationwide.
Since 2006, he has held several positions with former broker-dealer Lincoln Financial Advisors and was a Director of Planning on the LFA National Planning Team, in addition to managing his own private wealth planning practice. He served as the primary planning contact for several regional LFA offices and was involved in consulting, coaching, and training other financial planners & professionals as well as staff members. He also serves on several national financial planning committees including retirement planning & qualified plans committee, estate & business planning committee, Dynamic Financial Planning (DFP) committee, and is a member of the *Sagemark Consulting Private Wealth Services Team.
Hooman is a registered representative and holds a FINRA Series 7 general securities registration. Securities registration is held through LPL. He is a licensed life & health insurance agent. He also holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification) and the CHARTERED RETIREMENT PLANNING COUNSELOR℠ designation (CRPC®). He is also a member of the Financial Planning Association® (FPA).
Hooman grew up in Cleveland, OH and is a graduate of Cleveland State University Nance College of Business with a Bachelor of Business Administration degree in Finance. Currently he resides in a suburb of Atlanta, GA with his loving wife Nelofar.
*Sagemark Consulting Private Wealth Services is an internal LPL Financial organization of top planners who focus on the high net worth market.