Kayvon Salafian, MBA, AIF®, CPFA

If you're a business, my focus is to take work off your plate or enhance services in areas of tax compliance, financial accounting, payroll, & active CFO/business development consulting. For your employees, my experience includes providing top-tiered employee benefit programs such as a tailored 401(k) plan with assistance in validating fees, finding ways to optimize your investments, & increase retirement readiness. Other benefit opportunities include insurance & executive/deferred compensation.For individuals, I'm here to help you navigate through the world of tax planning & compliance, wealth management & financial planning, & asset protection & insurance benefit services. My goal is to help you sleep better at night by assisting you in areas of finance & tax so you can focus on what you love doing the most.My direct contact information:(805) 455-7825My biography:Mr. Salafian’s extensive background in entrepreneurship, sales, new business development, project management, finance, technology, & recruiting has further developed his ability to create & sustain new businesses & new business divisions, including the founding of business development divisions & lead generation programs at multiple financial firms.Leading multiple Business Development Divisions, Mr. Salafian has overseen Lead Generation Programs & Sales Marketing Communications for Wealth Management, Plan Sponsor & Advisory Prospects. He has focused on furthering the development of sales & other company divisions through new innovative processes & recruitment.All of this has translated to offering high-quality services and deliverables for his business & individual clients in areas of tax, finance, & business consulting.Mr. Salafian graduated from University of California Santa Barbara where he received a Bachelor of Arts degree in Business Economics with an Emphasis in Accounting & a Sports Management Minor. He also earned his certificate in Technology Management, a entrepreneurship program at UCSB. He completed his Master's in Business Administration with a concentration in Entrepreneurship at Pepperdine University & currently maintains his Accredited Investment Fiduciary (AIF®) designation as well as Life and Health Insurance licenses.Personal Specialties:• Retirement Plan Design• Wealth Management & Financial Planning• Health & Welfare Insurance Benefits• Tax Compliance & Planning• Business Consulting• Financial Wellness• Sales Strategies• New Business Development• Project Management• Marketing and Recruiting