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
