Business Details
Trusted Financial Advisers in Glendale, CA
Brilliant Financial Strategies is an independent financial planning firm dedicated to guiding clients toward their full financial potential. Founded on the principle of surpassing conventional financial planning, we prioritize deep client relationships and tailored strategies that address life's complexities. Our team specializes in financial planning, tax strategies, investment management, and retirement solutions, serving clients in Texas and California. As 3(38) fiduciaries, we uphold the highest standards of duty for retirement plan sponsors. Our approach integrates open architecture platforms and customized advice to align with each client's unique goals.Led by Clode Moradi, a Phi Kappa Phi graduate with advanced credentials in financial planning and behavioral science, we combine technical expertise with a focus on life's broader aspirations. We serve business owners, families, and individuals seeking clarity in financial decision-making. Our mission is to help clients navigate complexity, reduce stress, and create options for meaningful financial choices. With offices in Glendale, CA, we maintain a selective client base to ensure personalized attention and transformative outcomes.
Services
Financial Planning
Tax Planning
Investment Management
Retirement Planning
Pension Consulting
Estate Planning
College Planning
Risk Management
Business Planning
Financial Coaching
Highlights and features
- We operate as 3(38) fiduciaries for retirement plan sponsors
- We maintain a selective client base for personalized attention
- We use open architecture platforms for unbiased recommendations
- Our team holds advanced credentials in financial therapy and behavioral science
- We specialize in complex tax and retirement planning strategies
Associations and certifications
- CFP Board
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for achieving life goals through strategic resource management. We integrate all financial aspects to develop cohesive strategies addressing personal, family, and business objectives. Our approach emphasizes behavioral finance principles to overcome mental biases affecting financial decisions.
Tax Planning
We develop ongoing tax strategies tailored to individual and business circumstances, focusing on root-level analysis rather than generic solutions. Our expertise includes complex tax situations for professionals and business owners seeking advanced planning beyond standard approaches.
Investment Management
Our investment advisory service aligns asset allocation with comprehensive financial plans, emphasizing risk management and fee transparency. We utilize open architecture platforms to access diverse investment options while educating clients about their portfolio structures.
Pension Consulting
We specialize in designing customized retirement plans for businesses, including 401k administration and third-party consulting. Our services evaluate plan efficiency, investment lineups, and strategic alignment with business owners' objectives.
Financial Coaching
Our financial coaching combines technical expertise with behavioral insights to help clients overcome mental barriers to prosperity. We focus on transforming financial relationships through personalized implementation of planning strategies.
People
Clode Moradi
Founder & Lead Financial Planner
MSPFP, CFP, FBS, EA professional with advanced credentials in financial therapy. Phi Kappa Phi graduate from Kansas State University's Post-CFP Masters program. Specializes in behavioral finance and complex tax strategies.
Dion Tahmassian
Financial Planning Administrative Manager
Supports financial planning operations with administrative expertise. Coordinates client services and planning implementation processes.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement, estate, college, tax, and investment strategies tailored to individual goals.
Are you fiduciaries?
Yes, we operate as 3(38) fiduciaries for retirement plan sponsors and maintain fiduciary standards across all client relationships.
Do you work with out-of-state clients?
We serve clients in Texas and California, with potential availability for select clients in other states through proper registration.
What makes your approach unique?
Our approach combines behavioral finance insights with technical expertise, focusing on life goals rather than just financial metrics.
How are investment decisions made?
Investment strategies are customized based on comprehensive financial plans, risk tolerance, and long-term objectives using open architecture platforms.
