Our Team : Kaivani Wealth Strategies, LLC

Our Team


Pedram Kaivani, CFP®, LUTCF®

Principal

Pedram Kaivani is the founder and principal of Kaivani Wealth Strategies, LLC. During his seventeen-year career, he has worked as an Investment Advisor Representative and Certified Financial Planner™. Pedram enjoys crystallizing the financial goals of his clients now and into the future through transparency and refining processes to meet the needs of each client.

Before beginning Kaivani Wealth Strategies, LLC, Pedram worked at his family’s business and earned a Bachelor's degree in Business Administration from the University of Houston in 2004.

Outside of the office, Pedram enjoys spending time with his wife and two daughters. As a family they enjoy traveling, swimming and watching movies. Pedram also enjoys cycling and playing soccer. He is an active member of his church and local community.

Licenses & Certifications

- FINRA Series 7, 63, 66 Securities Licenses
- Life/Health Insurance License
- Life Underwriter Training Council Designation (LUTCF®)
- Certified Financial Planner™ (CFP®)
- New York Life President's Council member for 2017

Sarah Kaivani

Office Assistant

Sarah Kaivani has been the Office Assistant of Kaivani Wealth Strategies, LLC since 2014. Her work includes record keeping, social media outreach and data entry.

Sarah enjoys being part of a team which gives clients an opportunity to work towards their dreams.

Sarah and her husband have two children. She enjoys spending time with her family and traveling.

Jessie Martin, RSA

Director of Client Services

Jessie Martin is the Registered Service Assistant for Kaivani Wealth Strategies, LLC and joined the company after having a long-standing career in education. Her focus is to continue to educate in the form of wealth strategies and asset preservation.

Jessie enjoys building relationships with clients and being a resource to help them understand their finances in a clearer manner.

Jessie and her husband have three daughters. They spend their time outdoors swimming, barbecuing, and watching sports.