Pedram Kaivani is the founder and principal of Kaivani Wealth Strategies, LLC. During his twenty 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.
FINRA Series 7, 63, 66 Securities Licenses
Life/Health Insurance License
Life Underwriter Training Council Designation (LUTCF®)
Certified Financial Planner™ (CFP®)
New York Life Chairman's Council member for 2025
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Council is an annual New York Life recognition program based on agent production from July 1- June 30.

Jennifer Shelley brings nearly a decade of experience in the financial services sector to Kaivani Wealth Strategies LLC, with a focus on supporting investment decision-making and implementing holistic portfolio management systems.
Jennifer is a CFA charterholder and a member of the CFA Society of Houston. Before joining KWS, she worked with boutique investment firms in Canada, where she supported advisory teams managing client portfolios across a range of asset classes.
Originally from Canada, Jennifer and her family have called Texas home for almost a decade. She earned her Bachelor of Arts degree in Political Science from McGill University in Montreal, with a concentration in political theory. Outside of work, Jennifer is a devoted mother to two young boys and an avid golfer.
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.

Pedram Kaivani is a Certified Financial Planner (CFP®), and as such, has gone through extensive training.
Tel: 713-499-7672
Fax: 713-624-6479
3200 Southwest Freeway, Suite 1900
Houston, TX 77027
