Expert Profile
EMIR J. *****
JD, MSFS, MBA, ChFC, CLU, CEPT, CDFA
Tax Services: Planning and Filing
Real Estate Broker: Keller Williams
Investment Advisor Representative (Series 65)
Life, Disability, Health, Long-Term Care Insurance Specialist
Property & Casualty Broker: Golden Empire Insurance Agency
FOUNDER & PRESIDENT: WEALTH DIRECTIVES *****
*****, *****
H.M. Barth and Company
• Masters of Science in Financial Services: The American College, PA — advanced training in analyzing, planning and implementing integrated strategies in high net-worth financial planning 2009
• Chartered Financial Consultant & Certified Life Insurance Underwriter: The American College, PA — advanced training in financial planning, trusts, retirement, employee benefits, life expectancy instruments and complex disability insurance analysis *****
• MBA: California State University Long Beach, CA *****
• JD: University of Indiana Law School, Bloomington, IN *****
• BS Economics: University of New Orleans, LA *****
Additional Certifications
• Project Management Institute (#*****)
• Registered Investment Advisor (Series 65 license)
• Real Estate Broker
Culver City Chamber of Commerce*****/emir*****
CSULA Alumni Association
Asset Protection Professionals
Keller Williams Family
Elder Care and Estate Planning Group
Insurance Professionals
Real Estate Finance and Investment Society
Southern California Dealmakers Network
• Coached clients on managing relationships with law firms and negotiating contracts.
• Consulted on over 100 cases for law firm generating $4 million annually.
• Managed firm of 3 lawyers specializing in civil rights, criminal law and workers comp.
Prof. Shlomo Benartzi, UCLA/Anderson