Meet the professionals who can help you

Pursue Your Goals

The team behind Economics & Family Insurance Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirement.

Nick Yekani

Founder

Nick firmly believes that lasting joy and happiness in life comes from taking care of your health and your family first. Economics and Family Inc. was therefore created to educate families, business owners and individuals, guide them on their way to financial success and execute the most advanced financial strategies available to them.

“Helping individuals, families, as well as communities to thrive and succeed financially in life and to protect their family legacy, is our ultimate mission at Economics & Family,” says Nick.

Nick Yekani

President

Nick firmly believes that lasting joy and happiness in life comes from taking care of your health and your family first. Economics and Family Inc. was therefore created to educate families, business owners and individuals, guide them on their way to financial success and execute the most advanced financial strategies available to them.

“Helping individuals, families, as well as communities to thrive and succeed financially in life and to protect their family legacy, is our ultimate mission at Economics & Family,” says Nick.

Soheil Kashani

WEALTH MANAGER

Cassandra Yekani

OPERATIONS DIRECTOR

Massi Rassed

DIRECTOR OF BUSINESS DEVELOPMENT

Maryya Zoumaldan

EXECUTIVE ASSISTANT

About Nick Yekani

Nick firmly believes that lasting joy and happiness in life comes from taking care of your health and your family first. Economics and Family Inc. was therefore created to educate families, business owners and individuals, guide them on their way to financial success and execute the most advanced financial strategies available to them.

“Helping individuals, families, as well as communities to thrive and succeed financially in life and to protect their family legacy, is our ultimate mission at Economics & Family,” says Nick.

Nick’s passion to navigate his clients through the financial world and enable them to build a legacy for their families is unrivaled. He brings more than three decades of financial advisory experience to his position as the President and Executive Advisor at Economics and Family Inc. With three office locations his company is catering to a broad geographical area in California, covering Orange county, Beverly Hills and the San Fernando Valley.

“We are serving these communities with very successful business owners and families, knowing that they are looking for answers to the financial puzzle,” says Nick.

Nick and his team offer full financial planning strategies and family legacy planning combined with a customized approach to each client’s portfolio. This has allowed him to rank amongst the top producing advisors in the nation for more than three decades. With over 3000 active clients and a nationally recognized radio show, his advice on how to create financial success continues to have a tremendous impact in the lives of his clients and audience.

“At Economics & Family, we truly believe that 80% of financial success is in our blueprint, only 20% in the execution and strategies. Therefore we work diligently with clients to unlock their mental barriers for financial success and then introduce our time tested and proprietary Financial X-Ray process that entails the strategies and tools on how to take action on financial success,” Nick says.

Prior to founding Economics & Family Inc. Nick was a senior financial advisor and held several executive positions at New England Financial & Metlife. At both corporations, his outstanding achievements in serving his clients’ financial success have been publicly recognized with the Chairman’s Council award, Hall of fame award and the Million Dollar Advisor award. Nick majored in Business and Public Relations. He lives in Calabasas with his wife Elizabeth.