Pantea Ghooparanloo

I have been benefiting from the services of having Ms. Pantea Ghooparanloo as a financial planner since 2013. Her professionalism, diligence, and expertise have allowed me to confidently progress towards my retirement goals. Thanks to her sound advice and consistent ability to generate solid returns, I am on track to achieve my financial goals while enjoying valuable peace of mind. I highly recommend Ms. Ghooparanloo to anyone seeking a strategic, personalized, and effective approach to financial planning.

Francois, L.

October 2025

As of October 3, 2025. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

I met Pantea through a work colleague about 10 years ago and took her on as my financial advisor. Today, I can proudly say with confidence, that was a winning decision. I would not trust anyone else regarding my retirement nestegg. From day one, with her vast knowledge, professionalism, communication and experience, she’s guided me to a safe and successful retirement today.

Lino C.

October 2025

As of October 15, 2025. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

I was first introduced to Pantea in 2017. Following my layoff from the company I had been working for over 20 years, I received a severance package, so I needed a financial advisor, to guide me as how to handle my severance package as well as accumulated funds in my pension . We were referred to Pantea by one of my husband’s colleagues. I was feeling a little overwhelmed as to how to handle & place the funds I had received. But from the first meeting with Pantea, both my husband & I, felt reassured and we knew our investments would be in good hands. She walked us through every step of the way and explained every transaction clearly so that we understood what was happening to our investments. Pantea’s extensive knowledge of the market & investments, her experience , as well as her ability to communicate with us, has made the whole process a positive one. We appreciate & value, the yearly meetings with us , in which she reviews the performance of our investments in the past year as well as a plan for the following year . During the course of the year , she is always available and promptly replies to any questions we might have. Just recently, in July 2025, I decided to retire , and once again, Pantea was there to take of what needed to be one, so I could retire with a peace of mind .

Maria I.

October 2025

As of October 15, 2025. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

If you're looking to invest your money, there is no one I trust more than Pantea Ghooparanloo. I have been a client for a long time and I'm extremely satisfied. Her knowledge and expertise have been invaluable in assisting me reach my financial goals. Pantea always goes above and beyond with her service. Thanks to Pantea and her team.

Daniel R.

October 2025

As of October 14, 2025. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.

I have known Ms. Pantea Ghooparanloo for thirteen years now. Before our meeting, I had never considered engaging in the investing process. However, from our very first encounter, I was convinced to utilize her services for managing my investments. Over the years, this decision has proven to be one of my wisest. Her professionalism, integrity, transparency, and immense competence have always inspired absolute confidence. She remains constantly available, caring, and attentive, this enhances the quality of the relationships she maintains with her clients. She consistently places their interests at the heart of her priorities. Ms. Ghooparanloo stands out for her in-depth knowledge of financial markets and her remarkable ability to tailor her recommendations to the specific needs of each client. She takes the time to explain the various options clearly, thereby enabling her clients to make informed decisions with full confidence. Her rigorous and strategic approach reflects a high level of expertise in the investment field. I have always stated: "I will follow Ms. Ghooparanloo wherever she goes," as her presence guarantees peace of mind and allows for serene investments, even in an uncertain economic context. Her exceptional support represents a rare privilege, appreciated by anyone keen on growing their resources with full confidence — and, as a bonus, with a smile that comes from the heart.

Amany F. S., Former Diplomat and University Professor

October 2025

As of October 16, 2025. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.