Contact Info
Phone: 714-334-4101
Haddy Homampour, CFP®
Club Secretary
Education
Certified Financial Planner Certificate, University of California, Irvine
Bachelor of Science, Hospitality Admin/Management, California State Polytechnic University, Pomona

Rotary Club of Irvine Member Summary

Member since 2018 | Paul Harris Fellow (2021)

Top Causes: Clean Environment

Current Professional Role: Financial Planner at CI Surevest Private Wealth

Haddy is a happily married father of twin boys and spends most of his time outside his professional life outdoors, whether it is hiking, cycling, or keeping with his boys’ energy levels. Professionally, Haddy is a Financial Planner and works with senior executives to secure their families’ financial independence.

Specialties: Executive equity compensation, tax planning, cash flow and retirement planning, estate planning, and insurance strategies.

Contact Haddy to define, plan and achieve your financial life goals.

If your actions inspire others to dream more, learn more, do more and become more, you are a leader. - John Quincy Adams
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