Milad Taghehchian

CPA, CFP®

Pioneer Wealth Management Group

Wealth Advisor

Milad Taghehchian

CPA, CFP®

Pioneer Wealth Management Group

Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Milad Taghehchian, CPA, CFP®

512-334-6800

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Meet Milad Taghehchian

Milad Taghehchian is an Austin, TX fee-only financial planner. Pioneer Wealth Management Group provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Milad Taghehchian is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Education
B.S. Economics, The University of Texas at Austin

Professional Designations
CERTIFIED FINANCIAL PLANNER​™ Practitioner 2005

Areas of Specialization

  • Real Estate Investments
  • Estate Planning
  • 1031 Exchanges
  • Stock Options
  • Startups
  • Small Business Planning
  • Alternative Investments

Milad Taghehchian is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Milad Taghehchian is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Milad Taghehchian

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Office Locations:

  • 800 W. 5th Street
    Suite 100B
    Austin, TX 78703
  • 5700 Granite Parkway
    Suite 200
    Plano, TX 75024

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