We look forward to meeting with you and helping you take the next steps toward a successful financial future.

Meeting Preparation

Client Questionnaire

Client Financial Questionnaire - PDF cover

Lifestyle Expenses

Meeting Preparation > Lifestyle Expenses - PDF Cover

Learn More About Our Process

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

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