Investment Planning

Financial Strategies

Investment Planning

Partner with us to envision an investment plan that speaks to your time horizon, goals, and comfort with risk. In the sometimes unpredictable economy of today, it's imperative to create a financial plan that both supports your investment needs and prepares you for unexpected calamity.

Barouti Financial is pleased to be able to offer our clients the financial tools that are right for them. Each client receives customized achievable goals and dedicated service from our skilled team of advisers. No matter what type of investments you already have or desire to add to your portfolio, we will be here for you every step of the way.

Allocate Investments

Work With Your Adviser

Make Assessments

You need to know where you stand before you can figure out where you're trying to go.

Develop Strategies

Your adviser will help you create investment strategies that will take the pressure off of you.

Customized Financial Management

Contact one of our helpful advisers today.

Testimonials

Don't take our word for it. Read what others are saying about us

Our team is proud to offer customized financial management for each customer. Contact us whenever you need us by phone or email.

Mark Wiggins

“As a a senior executive in Silicon Valley, I have found Barouti Financial’s guidance to be invaluable while I prepare for retirement.”

Mark Wiggins

CEO & Co-founder
Vanessa Jackson

“Our adviser helped us make sure that our children’s college funds will be ready for them when the time comes! Thanks Barouti Financial!”

Vanessa Jackson

CEO & Co-founder
Mathew Collins

“The team worked with my CPA to ensure that our tax bills were reduced and filed on time. We are beyond thrilled with Barouti Financial.”

Mathew Collins

CEO & Co-founder

* These testimonials may not be representative of the experience of other customers.
* These testimonials are no guarantee of future performance or success.

Our team of experienced investment advisers is here to serve you.