Hassan Jadidi

Personal Coach and Business Consultant for Farsi-speaker at the would as well as other cultural communities.

Helping you to achieve your full potential 

My Mission

We run a Multidisciplinary Firm (aka Family Office) which means we have accountants, attorneys, wealth managers, and insurance agents all under one roof working collaboratively for clients. 

This has given us the unique ability to help other advisors take the same concepts of a family office and apply them to the advisor – accountant – attorney relationship.

And although this model has served us well, the recent events related to COVID-19 have really created the perfect storm.

Our Mission is to lead the industry towards virtual, collaborative, and holistic planning, which is much bigger than we can accomplish on our own.


My Values & Beliefs

Commitment to Education

We all learn different things in different stages of our lives. I personally, have worked for more than 30 years in corporate companies and now I’m combining my education and experience to serve better to my community.

Commitment to My Job

I am giving service to Farsi-speaking as well as other community members.

I believe success in Business starts from family

In my opinion, all the success you make in your business come from your family. In other words, if you’re not happy in your family, you’ll never be successful in your business. In addition to teaching, I’ll make sure my students maintain a healthy work/personal life balance.

About Me

Jadidi holds a Bachelor of Science in Accounting and a Master of Business Administration. Jadidi was involved in coaching and supporting Drexel University wresting programs as a volunteer assistant coach during years of 1999 to 2010. He worked primarily in marketing and education, with a focus on planned giving, before becoming a full-time financial specialist.

My Approach

Jadidi invests first in himself to provide the best value to his clients. This is most evident in his commitment to ongoing education. He believes that only by keeping ahead of the fast-paced changes in our economy can he be of optimum value to his clients.

In addition to his academic degrees and meeting the base requirements for his industry, Jadidi has obtained two very important designations in the insurance and financial planning industry, Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®), as well as Life Underwriter Training Council Fellow (LUTCF).

Don’t Wait Any Longer. Start Forging Your Own Path Today!