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®
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
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Milad Taghehchian is a NAPFA-Registered Financial AdvisorThe 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
Office Locations:
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800 W. 5th Street
Suite 100B
Austin, TX 78703 -
5700 Granite Parkway
Suite 200
Plano, TX 75024
