Team

A highly trained and experienced Financial Planner and Licensed Insurance Professional, Aida has been dedicated to providing her clients with exceptional service and quality insurance and investment products for decades. As a Financial Planner, a licensed Insurance Representative and a Registered Representative she assists her affluent clients in preserving their income, family, business, and retirements, as well as provides strategies for managing their estate and income taxes, through complex Advanced Planning. She practices, abides by, and preaches the code of Ethics of the Million Dollar Round Table, an international forum dedicated to fostering high standards and a professional approach to insurance sales and service. Her mission is not simply to satisfy her clients, but to amaze them.

She has received sales awards, including the Chairman's Council and Field Management Award from Mutual of Omaha based on sales production. She has won the National Quality Award in recognition of quality life underwriting service to the public as evidenced by an excellent record of maintaining in force and extending the benefit of life insurance by N.A.L.U (National Association of Life Underwriters), and achieved membership in the prestigious Million Dollar Round Table, a standard of excellence in the insurance industry.She has received sales awards, including the Chairman's Council and Field Management Award from Mutual of Omaha based on sales production. She has won the National Quality Award in recognition of quality life underwriting service to the public as evidenced by an excellent record of maintaining in force and extending the benefit of life insurance by N.A.L.U (National Association of Life Underwriters), and achieved membership in the prestigious Million Dollar Round Table, a standard of excellence in the insurance industry.

A financial services professional since the early 1980s, she holds a master’s degree in economics from Farah Pahlavi University in Tehran, Iran, and the professional designation of LUTC Fellow from The American College. Further more, she earned her RICP (Retirement Income Certified Professional) from The American College. She also completed the program on Negotiation for Senior Executives from Harvard University’s Law School and The Program of Dealing with Difficult People and Difficult Situations from Harvard University Law School in 2008. She is an active member of the National Association of Insurance and Financial Advisors, San Fernando Valley Life Underwriters Association, and Society of Certified Life Underwriters and Chartered Financial Consultants. She holds:

• FINRA Registrations Series 6, , 65
• Department of Insurance, California License #0660322
  Life and Disability, Property and Casualty, Variable Product

Insurance professional with 12 years as a trusted insurance agent & broker to families, individuals, business owners & self-employed affiliated with Eagles’ Club Wealth Management.  She is an expert in all personal and commercial lines, life, disability, LTC, Medicare Supplement and Health Insurance. She believes that putting her clients first and maintaining the utmost level of professionalism on their behalf is a must that has never guided her in providing her excellent customer care. She brings the highest degree of exceptional experience to her clients by listening to their needs and working diligently with them to implement a plan that meets all their concerns. Her clients would describe her as honest, helpful, hardworking and knowledgeable.

Melissa has her PHD in Linguistics and cognitive languages. She speaks seven languages and she has been a university instructor for 25 years. Her teaching skills is one the most important reasons that she can convey her knowledge to her clients and can use the languages she knows to serve the customers who are not fluent in English.

Melissa is married to a wonderful highly educated husband with two amazing adult sons and a beautiful daughter.

She loves traveling, hiking, reading books, playing & listening to music, socializing with friends and family.

“My passion for insurance comes from knowing that I have the ability to protect people, their family and their business.”

Department of Insurance, California License #0I52157

Property and Casualty, Life and Disability