STRATEGIC EXPERTISE
Tailor Made Plans for Your Business and Finances
We are an experienced financial group that works with medical professionals and business owners across the country. We help simplify your life by managing the complexities of your finances with reliable proficiency. Our CFO approach initiates streamlined collaboration with your team of trusted professionals. Our mission is to ensure that all your financial capacities are in sync, so you may focus on growing your business.
We Build Strategic
Financial Plans
We value your individuality. It’s the driving force that propels us to seek out unique solutions and fine-tune risk and reward with a clear focus on where your wealth is headed.
Analyze
We partner to identify your personal and financial goals, risk tolerance factors, and timeframes to develop scenario options best suited to you.
Strategic Scenarios
We provide clarity and confidence to your unique financial situation.
By offering a range of scenarios and the “why’s” behind them, you have the freedom to focus on what matters most.
Implement
Whatever path you choose, we’ll walk down it with you.*
Review
Life happens and plans change. We’re here to help you through it all.
Your Team of Strategic Subject
Matter Experts and Specialists
With your custom team in place, we collaborate to overcome obstacles, visualize dreams, and implement a sustainable future. Our relationship gets stronger with regular client review meetings where we update you on progress toward your goals, add perspective around current trends, and proactively ensure you’re prepared for what’s next.
Financial Advisory
Services For Dental
and Medical Professionals
Fundamentals
Financial Planning
Professional Liability Insurance
Student Debt Repayment Strategies
Protection
Disability Income Insurance
Insurance For Your Life
Insurance For Your Practice
Investment
Investment Advisory Accounts
Educational Savings Accounts
Alternative Investments
Income Tax
Tax Minimization Strategies
Roth Conversions and Required Minimum Distribution (RMD) Strategies
Retirement
Retirement Planning
Exit Strategies
Business
401K, Profit-Sharing Plans
Business Continuation
Deferred Compensation & Non-Qualified Deferred Compensation
Benefit Plans
Estate
Private Wealth Management
Providing clarity and
confidence to your
unique financial situation.
Meet the Team
View Bio
Bobak is the first American born of two immigrants. He was taught the value of hard work and dedication by his mother, Carmen, who was brought to America as an infant through the migrant worker program in the 50s, and his father, Morteza Khodaie, who immigrated from Iran as a college student in the 70s. They instilled in Bobak the ideals of selflessness and gratitude through helping others.
The immigrant mindset has been ingrained in Bobak’s DNA; Family is the most important thing in his life. He cares deeply about the people entrusted to him. He feels a deep commitment to the success of his team.
Bobak was born and raised in the beautiful state of New Mexico. He played junior college soccer at Mesa Community College in Arizona before returning to Albuquerque to graduate with his BA in Economics and MBA in Finance from the University of New Mexico.
Bobak is a loving and caring husband to Mariana Khodaie. She was the first American born in her family. Bobak is also the father of two amazing young girls.
When he is not working, he enjoys spending time with his family, at his daughter Nadia’s sporting events (she takes after Mariana, A D1 Tennis player), working out, and golfing. “
bkhodaie@financialguide.com
(505)203-5163
https://www.linkedin.com/in/bobakkhodaie
Managing Partner, Financial Planner
dsoflin@financialguide.com
(505)917-5660
https://www.linkedin.com/in/dustin-soflin-738227152/
Investment Advisor Representative
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