In 1979, Angelo Talebi came to the United States to further his educational goals and received his MBA in Finance from the Lincoln University of Missouri in 1980. Angelo Talebi graduated from the Life Underwriter Training Council (LUTC) Personal Insurance Program in July 1981 and the LUTC Business Insurance Program in July 1982. Angelo Talebi earned designation as a Certified Financial Planner from the College of Financial Planning in July 1989. In 2005, Angelo Talebi received his certificate from Harvard University in the area of Investment Decisions and Behavioral Finance. This certificate further helps Angelo Talebi understand his clients and implement plans to address their wishes and desires. After 35 years in the United States as a financial planner, Angelo Talebi has “seen the financial cycles and survived.”Angelo Talebi studied behavioral finance because he knows it is the key to serve his clients by first knowing his clients. Angelo Talebi applies this course of study to help with his clients’ monetary security. Angelo Talebi’s clients benefit from his ability to see the past, learn from its cyclic patterns, while preparing for future trends performance there is no guarantee of future results.
Family ties are of the utmost importance to Angelo Talebi. Since leaving Tehran, Iran, Angelo Talebi has devoted his life to his clients and his family. Although Angelo Talebi is unmarried and without his own children, he devotes his spare time and energy to his sister and her children and provides for the education of many of his nieces and nephews. Family is the center of AngeloTalebi’
s universe, and he is proud of his family’s accomplishments. He knows the importance of family and treats clients with this same devotion and attention. Angelo Talebi also knows the importance of securing financial security for his clients’ families and takes a personal interest with ensuring they get a portfolio that meets their immediate needs.
When Angelo Talebi was recently asked about leaving his homeland, Iran,Angelo Talebi stated, “I recognized the Islamic issues plaguing Iran in 1980, and I have never returned.” When discussing the political shifts in world politics and business, Angelo Talebi refers to the pivotal film, “Imam Khomeini, The Man Who Changed the World.” This film depicts the Islamic struggle and contrast to the western world during the instability of Iran. This political shift inIran in 1978, occurred during the same time Angelo Talebi began his life in America.
Since his arrival in America in 1980, Angelo Talebi has rooted himself completely into American culture and patriotism. Angelo Talebi’s office in the heart of Beverly Hills is adorned with paintings of General George Washington and President Abraham Lincoln. A bronze sculpture of an American eagle and photo of the American flag waving in the wind greets clients in the waiting room. Photographs of Angelo Talebi with former US Secretary of State, Condoleeza Rice and Colin Powell hang on the wall as a testament to Angelo Talebi’s devotion to American patriotism. When asked what he likes best aboutAmerica, Angelo Talebi stated, “It’s an easier life. I am a world traveler and the more I see, the more I realize what a great place America is.”
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