Hooman Omidpanah
Head of Financial Planning Services
As Head of Financial Planning Services, Hooman prides himself on a comprehensive approach to financial planning and specializes in working with affluent and highly affluent clients. With over 14 years of experience, he is proficient in financial planning and has access to a large network of resources including subject matter experts nationwide.
Prior to joining Stratos, he held several positions with Lincoln Financial Advisors (LFA) and was the Director of Planning on the LFA National Planning Team, in addition to managing his own private wealth planning practice. He served as the primary planning contact for several regional LFA offices and was involved in consulting, coaching, and training other financial planners & professionals as well as staff members.
Hooman is a registered representative with LPL Financial and holds a FINRA Series 7 general securities registration. He is a licensed life & health insurance agent. He also holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification) and the CHARTERED RETIREMENT PLANNING COUNSELORâ„ designation (CRPC®). He is also a member of the Financial Planning Association® (FPA).
Hooman grew up in Cleveland, OH and is a graduate of Cleveland State University Nance College of Business with a Bachelor of Business Administration degree in Finance. Currently he resides in a suburb of Atlanta, GA with his loving wife Nelofar.