Most individuals think of the world of financial planning to be that of people sitting in their cubicles crunching numbers while their clients wait nervously pacing. That image is far from the truth for a gentleman by the name of Mr. Angelo Talebi and this zoomdune.com columnist was able to discover the truth and go beyond to discover what may happen within the world of a financial planner.
Mr. Angelo Talebi was born in Iran and is a renowned Investment Advisory Representative in the state of California and Certified Financial Planner, acclaimed multi-media producer, director, radio personality, film documentarian, entrepreneur, humanitarian and philanthropist. Angelo Talebi owns and operates Beverly Hills Financial Planners which located at 9454 Wilshire Boulevard, Suite 902, Beverly Hills, California 90212. Angelo Talebi is very modest about his mathematical acumen and said during a recent interview, “There is nothing special about it, it’s just a craft a human has.” Angelo Talebi continued his pursuit of mathematical excellence and received his Bachelor of Science in statistics from the College of Statistics & Mathematics in Tehran, Iran in 1977.
In 1979, Angelo Talebi came to the United States to further his educational goals and received his MBA in Finance from the Lincoln University of Missouri in 1980. Angelo Talebi graduated from the Life Underwriter Training Council (LUTC) Personal Insurance Program in July 1981 and the LUTC Business Insurance Program in July 1982. Angelo Talebi earned designation as a Certified Financial Planner from the College of Financial Planning in July 1989. In 2005, Angelo Talebi received his certificate from Harvard University in the area of Investment Decisions and Behavioral Finance. This certificate further helps Angelo Talebi understand his clients and implement plans to address their wishes and desires. After 35 years in the United States as a financial planner, Angelo Talebi has “seen the financial cycles and survived.” Angelo Talebi studied behavioral finance because he knows it is the key to serve his clients by first knowing his clients. Angelo Talebi applies this course of study to help with his clients’ monetary security. Angelo Talebi’s clients benefit from his ability to see the past, learn from its cyclic patterns, while preparing for future trends performance there is no guarantee of future results.
Family ties are of the utmost importance to Angelo Talebi. Since leaving Tehran, Iran, Angelo Talebi has devoted his life to his clients and his family. Although Angelo Talebi is unmarried and without his own children, he devotes his spare time and energy to his sister and her children and provides for the education of many of his nieces and nephews. Family is the center of Angelo Talebi’s universe, and he is proud of his family’s accomplishments. He knows the importance of family and treats clients with this same devotion and attention. Angelo Talebi also knows the importance of securing financial security for his clients’ families and takes a personal interest with ensuring they get a portfolio that meets their immediate needs.
When Angelo Talebi was recently asked about leaving his homeland, Iran, Angelo Talebi stated, “I recognized the Islamic issues plaguing Iran in 1980, and I have never returned.” When discussing the political shifts in world politics and business, Angelo Talebi refers to the pivotal film, “Imam Khomeini, The Man Who Changed the World.” This film depicts the Islamic struggle and contrast to the western world during the instability of Iran. This political shift in Iran in 1978, occurred during the same time Angelo Talebi began his life in America.
Since his arrival in America in 1980, Angelo Talebi has rooted himself completely into American culture and patriotism. Angelo Talebi’s office in the heart of Beverly Hills is adorned with paintings of General George Washington and President Abraham Lincoln. A bronze sculpture of an American eagle and photo of the American flag waving in the wind greets clients in the waiting room. Photographs of Angelo Talebi with former US Secretary of State, Condoleeza Rice and Colin Powell hang on the wall as a testament to Angelo Talebi’s devotion to American patriotism. When asked what he likes best about America, Angelo Talebi stated, “It’s an easier life. I am a world traveler and the more I see, the more I realize what a great place America is.”
When asked what makes him the proudest in his profession, Angelo Talebi matter-of-factly stated, “when I see my clients happy.” To educate his clients and help them better prepare for their futures, Angelo Talebi started a program for his clients entitled, Financial Wellness. This program is dedicated to the principles of eating well, sleeping well, living well, loving well, and ultimately dying well with the purpose of showing the need for internal balance before enacting steps to aimed at preserve and conserve his clients’ estates for the future of their loved ones. Beverly Hills Financial Planners offers a well-rounded menu of products to include financial planning, tax planning, insurance, and investment planning. Angelo Talebi’s ultimate goal is to preserve and enhance his clients’ securities today to better prepare them for the instabilities of tomorrow.
Aside from his extensive background in finance, Angelo Talebi owns the production company Angelus Media Group. Although he is not of Jewish ancestry or heritage, Angelo Talebi is a philanthropist who considers himself a “spiritual warrior”. He devotes much of his time to the pursuit of bringing the Jewish perspective of the Holocaust through his production of educational film projects. His appreciation for the Jewish culture is a reflection of his knowledge of the importance the Jewish community has been in their contributions to the fields of medicine and economics.
In 2012, Angelo Talebi’s production company, Angelus Media Group, produced the first film in a series entitled, “The Jews of Pannonia.” This film is a shining example of the knowledge and respect Angelo Talebi has concerning the Holocaust, the Jewish people and their religion. Angelus Media Group is busy producing the next segments to this series, “The Jews of Odessa” and “The Jews of Catalonia.” Angelo Talebi works tirelessly to bring to the forefront the plight of the Jewish community and he offers his support in bringing these issues to the public through producing these important films. Angelo Talebi’s devotion to the Jewish Community garnered him a front page story and photo on the web-based magazine, Jewish World Review.
It should also be noted that Angelo Talebi hosts a radio and television show entitled, “On the Money Line” which focuses on securing financial security. The televion show airs online and via cable every Tuesday pacific standard time from six to seven pm on PARS TV and the radio show is broadcast every Wednesday pacific standard time from noon to one pm on KIRN, 670 AM.