Hatem Dhiab, Cfp®, Cima® Email & Phone Number

Hatem Dhiab is a founding member, managing partner and an investment advisor. He attended the University of Paris III for 1 year before relocating to the US, initially to Seattle, then ultimately graduated in 2005 Magna Cum Laude from California State University in Los Angeles with a Bachelor’s in International Business and Finance. He had interest, since an early age has always been in investments and business. Hatem also received a certificate in Personal Financial Planning from Bryant University and is a CERTIFIED FINANCIAL PLANNER™ professionalHatem provides comprehensive financial planning services. His clientele is composed of physicians, CEOs and C level executives, successful professionals, business owners & tech entrepreneurs and their families. He also deals with many international clients and is quite versed in advanced planning techniques complex tax issues. He is often invited to speak or participate in financial educational seminars and community awareness events. His career success can be directly attributed to his ability to listen, understand and educate his clients, help them clarify and prioritize their financial goals, implement a plan of action and continually follow up to ensure they reach their goals.  His mission and greatest pleasure comes from helping his clients, their families and businesses achieve financial success and peace of mind. Provide them direction in their decision-making process, emotional support & intellectual analysis during periods of turmoil while delivering utmost levels of service and access. All with a commitment to honesty and integrity delivered with a sincere caring attitude towards every client. Hatem is on the Board of Trustees of Selfless Love, a non-profit dedicated to transforming the lives of current and former foster kids through awareness and partnerships. A Playa Vista resident, he practices Pilates, yoga and enjoys the outdoors and the beach while indulging in his love of wine. An avid and consummate reader interested in world politics, business and travel, he also enjoys eclectic music and is active in his community

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  California State University-Los Angeles

  International Business And Finance