Financial Advisor | Entrepreneur
Baback Panah is a financial professional at Certified Financial Services, a well-respected wealth management firm headquartered in Paramus, NJ. He works with a team of Advisors and Specialists to develop integrated strategies that are suitable for his clients’ objectives. Baback works from a macroeconomic position to focus on the entirety of every client’s financial situation.
As a natural-born entrepreneur, Baback’s professional experiences enable him to provide a highly personalized approach to each client with a genuine concern and understanding of what their personal and business goals are. His clients appreciate the security of knowing that he has helped them create a unique plan that aligns their values with actions.
Baback uses an online financial organization tool called The Living Balance Sheet®, which allows him to better understand the four domains of a client’s financial world: Protection, Cash Flow, Assets and Liabilities. From that, he is capable of guiding his clients in protecting, accumulating, and distributing assets in the most effective way possible.