Yekani Management & Real Estate

Yekani Private Wealth Management & Real Estate


Home of Financial X-Ray

Our Financial X-Ray process has helped guide many families and business owners into making fewer financial mistakes, allowing them to keep more of what they earn and build a stronger family legacy.

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Financial Planning Doesn't Need to be Complicated

It is our job to fully understand your financial situation and retirement goals. We work with you to identify any critical mistakes or gaps in your financial plans to help create a plan custom to you. By offering a wide range of financial services and retirement planning assistance, we help our clients achieve the retirement of their dreams.

Retirement Planning

Creating a comprehensive plan to help you enjoy your golden years.

Retirement Income Strategies

Replacing your paycheck with guaranteed income streams.

IRA & 401(k) Rollovers

Putting your retirement savings to work for you.

Tax-Efficient Strategies

Identify opportunities for tax savings and avoiding potential tax consequences.

Long- Term Care Planning

Planning for the unexpected to help preserve your assets.

Asset Protection Strategies

Planning for market volatility, downturns and potential tax increases.

IRA Legacy
Planning

Creating a tax-efficient strategy to pass assets along to your heirs.

Charitable Giving

Giving back to those organizations that you value most.

Estate Planning

Leaving a lasting legacy for your loved ones and avoiding probate.

Your Financial X-Ray

Our Step-by-Step Process for Financial Success

Step 01

We identify your critical financial mistakes.

How many critical financial mistakes have you made in the past? How much did they cost you? We answer these two questions in our first step.

Step 02

We show you a map of your future.

We create a customized plan, eliminating costly financial mistakes and show you a roadmap to your financial future.

Step 03

We guide you to execute for success.

We guide you to take the right action steps and become confident in making the right financial decisions for yourself and your family.

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Tune In To Radio Hamrah


For more than 15 years, the Yekani Wealth Management & Real Estate Radio program has provided financial information to the Persian community throughout the greater Los Angeles and Orange County area.

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As Heard On:

KIRN 670AM SoCalPersian.com 95.5FMHD3
Radio Hamrah
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“We’ve found a new financial freedom with Yekani Wealth Management & Real Estate. Nick and his team have made a huge impact on our lives.”

Tom Serrano

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Discover how the Financial X-Ray® Process has helped families like yours.

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