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Hooman Omidpanah, CFP®, CRPC®

Hooman Omidpanah, CFP®, CRPC®

Director of Financial Planning

Hooman prides himself on a comprehensive approach to financial planning. As a Director of Planning with Envision Wealth Management and Lincoln Financial Advisors’ National Planning Department, he is proficient in constructing financial planning cases nationwide and specializes in working with the affluent and highly affluent marketplace. He serves on numerous national committees.