Shahram M. Alae holds a California state-regulated Life, Accident, Health Insurance License as well as Property and Casualty Broker-Agent Insurance License to offer insurance and financial services and advises clients on how to preserve their assets, increase their income, decrease their debt and reduce their taxes. He specializes in assisting his clients with safe guaranteed compounded-growth pre- and post- retirement products that provide returns linked to market indexes without risk to principal or prior gains.
Shahram is committed to the financial security of his clients and he is proud to provide exemplary client service while displaying the highest standards of ethics and professional knowledge.
Shahram has earned the following prestigious designations through many hours of in-depth study and training on important financial topics.
- CERTIFIED SENIOR ADVISOR®
- CERTIFIED ANNUITY ADVISOR®
Shahram is an approved member of the National Ethics Association NEA an independent organization of insurance and financial advisors who have maintained an exemplary record of business ethics. Shahram is also a member of Society of Senior Market Professionals, American Association for Long-Term Care Insurance and Society of Certified Senior Advisors CSA. He also is Certified Annuity Advisor CAA.