Your Assets, Your Future
Partner with us to envision an investment plan that speaks to your time horizon, goals, and comfort with risk.
Ensure tax efficiency when you work with one of our advisers to analyze your financial situation from a tax perspective.
We will work with you to try and help you achieve your retirement goals by assisting to create a retirement plan that you feel confident in.
Reach your business goals with a customized strategy and road map for the first few years of your business.
The first step in any sound financial program is to reduce exposure to financial risk, even before implementing investment strategy.
Barouti Financial Invests In its Clients
Barouti Financial is committed to helping our clients achieve their financial goals. Share your dreams with us, and we'll work closely with you to develop a financial portfolio geared toward achieving those goals.
Securities offered through Emerson Equity LLC, member FINRA/ SIPC. Emerson Equity LLC and Barouti Financial are not affiliated. Securities sold only in states where Emerson Equity LLC is registered or operates pursuant to exemption from registration. California Insurance License 0A88109
A Wealth Management Firm With Experience
Our clientele is made up of families, retirees, current and former business owners, and all manner of professionals across the country. It is our belief that financial advice should be accessible to everyone. Barouti Financial's approach is customized, sincere, and educational.
Who We Are
A Team You Can Count On
At Barouti Financial Your needs always come first.
We empower you to make educated decisions.
We understand the unique needs of businesses and families.
Advisers work with senior executives and young adults alike.
We work toward reducing income tax bills for our clients.
Our team applies Modern Portfolio Theory and state-of-the-art portfolio management techniques.
We provide sensible counsel for all life events like marriage, divorce, college, and retirement.
No matter what your end goal is for your finances, we’re here to help get you there.
Don't take our word for it. Read what others are saying about us
Our team is proud to offer customized financial management for each customer. Contact us whenever you need us by phone or email.
“As a a senior executive in Silicon Valley, I have found Barouti Financial’s guidance to be invaluable while I prepare for retirement.”
“Our adviser helped us make sure that our children’s college funds will be ready for them when the time comes! Thanks Barouti Financial!”
“The team worked with my CPA to ensure that our tax bills were reduced and filed on time. We are beyond thrilled with Barouti Financial.”
* These testimonials are no guarantee of future performance or success.
Our team of experienced investment advisers is here to serve you.
Do you hear wedding bells ringing?
Let us help you prepare for your lives together, whether it’s merging your finances or just making sure you’re financially prepared for new journey.
Is someone heading to college?
We’re here to help you ensure that all of your little ones are financially set when they are ready to pursue a college education.
Looking forward to retirement?
Our advisers are skilled at helping singles and couples from all financial backgrounds as they prepare for retirement and the next big adventure.
Contact Us to Learn What We Can Do for You
Barouti Financial is proud to offer a free insult consult to all potential new clients. Whether you're just out of college at your first job or you're a CEO who has run multiple businesses across multiple decades, our team of advisers is here to help manage your assets.