My passion is financial planning, and execution. I believe in a lifelong commitment to your financial goals. Whether your priority is personal finances, your business, or both, I’m committed to helping you work towards your financial goals.
EXPERIENCE:
Haldun focuses on financial planning, utilizing investment and insurance solutions to create personalized financial plans to build lifestyles, protect businesses, and financially empowering employees. He Follows holistic approach to financial planning and executing suitable solutions with a process with the client in focus. Periodic reviews and adjustments in a dynamic financial world as life happens ensures a lifetime commitment to the client’s financial wellbeing. Haldun has over 20 years of global corporate C-Suite management experience. He has a passion for making a difference in people’s lives, which led him to the financial services industry.
EDUCATION & CREDENTIALS:
Haldun has obtained his FINRA Series 66 and 7 securities registrations as well as his Life and Health Insurance License. He attended the University of California, Berkeley, where he obtained his MSc in engineering which took him on a worldwide professional journey from Silicon Valley, to overseas in careers in technology, manufacturing, operations, global business market development and finance.
INTERESTS:
In his free time, Haldun is involved in his community as a member of Rocklin and Roseville area Chambers of Commerce. He enjoys healthy living, wellness, and fitness. He plays tennis, runs, bikes, and skies. Haldun loves spending time outdoors in nature and is a great fan of Lake Tahoe, mountains, and the pacific coast