Rigor for Your Financial Life
A financial planner and educator who combines academic depth with practical financial planning.
My work sits at the intersection of financial analysis, education, behavioral insight, and practical decision-making.
I believe educated professionals deserve financial guidance that respects their intelligence while making complexity easier to navigate. The goal is not to add jargon. It is to connect decisions, clarify tradeoffs, and help you act deliberately.
My background in business, finance, teaching, and financial planning informs an evidence-based approach that emphasizes clear explanation and integrated thinking.
Education and Professional Credentials
Professional
CFP® professional focused on helping clients bring financial decisions together through coordinated planning.
Teaching
Approximately 15 years of teaching finance and business in the United States and Canada.
Graduate Education
PhD in Management from the University of Guelph and an MBA from the University of Alberta.
Finance
Master of Finance from the University of Tehran.
Academic Background and Research
My academic and teaching background shapes how I approach complex financial questions.
My academic work has examined risk, governance, value creation, and innovation. That research background shapes how I approach financial questions: I examine the evidence carefully, make the tradeoffs explicit, and consider how each decision fits within the broader financial picture.
My teaching has included corporate finance, investments, portfolio management, and risk management. That experience reinforces Talebi Wealth’s emphasis on clear explanations and informed decision-making.
Education, Evidence, Behavior, Integration
Education
Important decisions should be understandable. Education is part of the planning process, not an afterthought.
Evidence-based thinking
Use evidence and disciplined analysis rather than predictions, noise, or unsupported certainty.
Behavioral insight
Financial decisions are human decisions. Habits, fear, confidence, and uncertainty matter.
Integrated planning
Retirement, investments, taxes, risk, career, family, and legacy decisions are connected.