Ehsan Setayesh Email & Phone Number

As an experienced Adviser , I provide my clients with a peace of mind and a secure foundation for their future investment and retirement needs. As a full service broker, I have access to the top product carriers in the nation that can help individuals throughout every stage of life in order to meet and exceed their financial goals, estate strategies, and insurance needs. Whether these goals include preparing for a milestone life event such as college, marriage, family, loss of a loved one, business or retirement; every client will receive the highest level of attention, insight and service.I have my Bachelor of Science degree in Finance with a double major in Psychology at the Marshall School of Business at USC and Olin School of Business at USD. In addition, through extensive training I have attained my “LEAP Certification” that allows me to strategically develop unique financial blueprints for each individual client. I am an active volunteer member in my community , coaching people to attain their personal, professional, and spiritual endeavors with P.S.I. (People Synergistically Involved) since 2005. Residing in La Jolla, CA with my fiancé , Trish and dog Brando. I am passionate about traveling to exotic and new places and absorbing cultures and new languages. Being trilingual, allows me to target a wide variety of clients.

Listed skills include Customer Service, Microsoft Office, Social Media, Sales, and 6 others.

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  Account Executive

  Aig

  Carlsbad, Ca, Us