Broker Check

Wally Najafi, CFP®

(713) 807-7002

Team

Najafi Financial has a highly educated, credentialed team with an unwavering commitment to service excellence. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.The team is filled with experienced professionals focusing on a “hands on” approach to investments, insurance and planning services. 

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
 

Wally Najafi is an experienced Investment Adviser Representative. He assists clients with solutions for all aspects of their financial lives. Wally is dedicated to providing sound guidance and exceptional customer care - both essential...

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Mary B Najafi

Account Executive/Public Relations

713-807-7002

Mary B Najafi, Account Executive/ Public Relations. Mary is focused on delivering the highest standard of service for clients and helping them achieve their objectives (click on Mary B Najafi's bio above for more information).

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