Biography

Wally Najafi is an Investment Advisor Representative, in the state Texas,   
He assists his clients with all aspects that might influence their financial lives. 

"I help people sort through the information overload so they may get beyond the emotional reactions, and make intelligent financial decisions", he says. 
 
Wally teaches the short course "Financial & Retirement Planning" for Rice University and other institutions. He received a bachelor of science degree from University of Houston in 1981. He also received the Chartered Life Underwriter (CLU) designation from American College in 1997. In addition to holding Series 6, 7, 63 and 65 securities registration, Wally is licensed with the Texas State Board of Insurance. Wally, born December 1952, is married to Margie and has two daughters, Sami and Shelly. Wally has lived in Houston since 1977 and enjoys reading, traveling and music.