Alex Agahi, Financial Planner
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Alex Agahi, Financial Planner Email & Phone Number

Business owners use my proprietary “Life Plan for Your Business”® strategy to build an "on call" financial team that helps them overcome challenges as they prepare their business for an eventual exit. at Infinite Wealth Financial & Insurance Services
Location: Irvine, California, United States 3 work roles 2 schools
1 work email found @newyorklife-er.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Role
Business owners use my proprietary “Life Plan for Your Business”® strategy to build an "on call" financial team that helps them overcome challenges as they prepare their business for an eventual exit.
Location
Irvine, California, United States

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Alex Agahi, Financial Planner is listed as Business owners use my proprietary “Life Plan for Your Business”® strategy to build an "on call" financial team that helps them overcome challenges as they prepare their business for an eventual exit. at Infinite Wealth Financial & Insurance Services, based in Irvine, California, United States. AeroLeads shows a work email signal at newyorklife-er.com and a matched LinkedIn profile for Alex Agahi, Financial Planner.

Alex Agahi, Financial Planner previously worked as CEO- Financial Adviser at Infinite Wealth Financial & Insurance Services at Infinite Wealth Financial & Insurance Services and CEO- Financial Advisor at Infinite Wealth. Alex Agahi, Financial Planner studied at Alborz High School.

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Email format at Infinite Wealth Financial & Insurance Services

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*@newyorklife-er.com
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Profile bio

About Alex Agahi, Financial Planner

As a Financial Planner I help business owners overcome financial and emotional challenges as they prepare their business for an eventual exit. Our services are to create a roadmap not only to exit but also to create a clear path after finding the right successors. All of them are done by bringing a team of experts together in the area pf Business Valuation, Marketability, Merger & Acquisition and Assert Management.My clients come to me when they:✔ Seek Business Growth Prior Exit✔ Attract & Retain of Key Employees✔ Sale or Transfer of Business ✔ Need Asset Management after the TransferThe landscape has changed for Business Owners and my clients are tired of putting all their energy into:❌ Seeking ways to keep key employees for the long haul❌ Contemplating ways continue longer❌ Managing the cash flow ❌ Exit the business at the right timeWithin just a few weeks of our initial meeting, we will:✔ Project Your Goals & Discover Your Needs Analysis✔ Value Your Business & Define Marketability Strategy✔ Design Optimal Solution (Exit & Beyond) ✔ Implement & Monitor Plan I stay alongside you and help you reach a comfort zone for understanding the value of developing a greater sense of peace of mind to know where you are and where you will be. You’re in the business of creating value for your customers, employees, and family and yet you spend much of your time distracting you from things you care most about.If you’re ready to create a “Life Plan for Your Business” ® then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs. Here’s my calendar: https://www.infinitewealthfinancial.com/.23.htm

Listed skills include Leadership, Estate Planning, Team Building, Consulting, and 46 others.

Current workplace

Alex Agahi, Financial Planner's current company

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Infinite Wealth Financial & Insurance Services
Infinite Wealth Financial & Insurance Services
Business owners use my proprietary “Life Plan for Your Business”® strategy to build an "on call" financial team that helps them overcome challenges as they prepare their business for an eventual exit.
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3 roles

Alex Agahi, Financial Planner work experience

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Ceo- Financial Adviser At Infinite Wealth Financial & Insurance Services

Current

Irvine, Us

Establishing a strong financial foundation for your business is about more than monitoring cash flow and meeting quarterly goals. You have to consider how to recruit and maintain top employees, protect the company against legal action, and create a succession strategy for the future. At Infinite Wealth, we understand the intricacies involved with running a business, and we’re here to offer customized solutions that support your company’s entire financial picture.We’ll analyze where your business is now and talk about where you’d like to be in the future, both personally and professionally, so we have a clear picture of all your needs and goals. As a business owner, you rely on the success of your company to ensure your personal finances stay on track, and your personal goals often influence your business. That’s why Infinite Wealth helps you see the whole picture as we develop customized strategies to help you meet your objectives.We’ll identify potential gaps and areas of improvement, then help you find the right solutions to support the success of your business and your future. We offer innovative solutions and tools to ensure you have everything you need for each stage of your business’s growth. Some of our services for business owners are outlined below.EXIT PLANNINGIMPLEMENTATIONFINANCIAL GPS

Nov 1996 - Present

Ceo- Financial Advisor

Current
Infinite Wealth

Business owners use my proprietary “Life Plan for Your Business®" strategy to build an "on call" financial team that helps them overcome challenges as they prepare their business for an eventual exit.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. I am not licensed in all jurisdictions.CA ins lic #0B93526.Neither Infinite Wealth Financial & Insurance Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Infinite Wealth Financial & Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates. 2020 Main Street, Suite 1200Irvine, CA 92614949-797-2514

Jan 1996 - Present

Entrepreneur

Current
Alex Agahi
Dec 1987 - Present
2 education records

Alex Agahi, Financial Planner education

Education record

Alborz High School

Finance

The American College
FAQ

Frequently asked questions about Alex Agahi, Financial Planner

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What company does Alex Agahi, Financial Planner work for?

Alex Agahi, Financial Planner works for Infinite Wealth Financial & Insurance Services.

What is Alex Agahi, Financial Planner's role at Infinite Wealth Financial & Insurance Services?

Alex Agahi, Financial Planner is listed as Business owners use my proprietary “Life Plan for Your Business”® strategy to build an "on call" financial team that helps them overcome challenges as they prepare their business for an eventual exit. at Infinite Wealth Financial & Insurance Services.

What is Alex Agahi, Financial Planner's email address?

AeroLeads has found 1 work email signal at @newyorklife-er.com for Alex Agahi, Financial Planner at Infinite Wealth Financial & Insurance Services.

Where is Alex Agahi, Financial Planner based?

Alex Agahi, Financial Planner is based in Irvine, California, United States while working with Infinite Wealth Financial & Insurance Services.

What companies has Alex Agahi, Financial Planner worked for?

Alex Agahi, Financial Planner has worked for Infinite Wealth Financial & Insurance Services, Infinite Wealth, and Alex Agahi.

How can I contact Alex Agahi, Financial Planner?

You can use AeroLeads to view verified contact signals for Alex Agahi, Financial Planner at Infinite Wealth Financial & Insurance Services, including work email, phone, and LinkedIn data when available.

What schools did Alex Agahi, Financial Planner attend?

Alex Agahi, Financial Planner studied at Alborz High School.

What skills is Alex Agahi, Financial Planner known for?

Alex Agahi, Financial Planner is listed with skills including Leadership, Estate Planning, Team Building, Consulting, Financial Planners, Public Speaking, Fixed Annuities, and Wealth Preservation Planning.

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