About us
Rex Behrashi
CERTIFIED FINANCIAL PLANNER & FINANCIAL ADVISOR
With over 25 years of experience in the financial industry, Rex Behrashi, CFP®, specializes in helping small business owners optimize their financial future through strategic retirement planning, tax-efficient wealth management, and succession planning. Rex’s expertise includes pension strategies, tax minimization, advanced estate planning, and business transition planning, ensuring his clients build, protect, and transfer their wealth effectively.
Rex takes a proactive approach to financial planning, helping business owners implement tax strategies that maximize savings while aligning with long-term financial goals. By integrating comprehensive tax planning with investment and retirement strategies, he ensures his clients achieve financial security and minimize tax liabilities, both now and in the future.
My mission is to be transparent with my clients and provide honest professional advice that is truly in their best interest. I consider long-term relationships built on trust and integrity to be my strength in this business.
Services
I provide comprehensive financial strategies designed for business owners,
professionals, and families, including:
- Defined Benefit & Cash Balance Plans – Customized design and management to help small business owners maximize retirement plan contributions and reduce taxes.
- Investment Management – Portfolio construction using SMAs, ETFs, private equity, alternatives, and tactical strategies to enhance returns while reducing volatility.
- Retirement Income Planning – Strategies to create a reliable, sustainable income throughout retirement.
- Exit Planning – Guidance for small business owners to transition successfully, preserve wealth, and plan strategies to reduce future estate taxes.
- Asset Protection & Charitable Giving – Safeguarding wealth while supporting meaningful philanthropic goals.
- Next-Generation Wealth Transfer – Thoughtful planning to ensure assets pass smoothly and efficiently to heirs.
Credentials
- Certification (CFP®), from the American College of Financial Planning
- Bachelor of Science from UCLA
- Masters of Science from UC Irvine
Your money is in experienced hands
I believe in building & maintaining close client relationships, based on trust, mutual respect, and integrity and give my absolute 100%, working tirelessly to help you achieve your financial goals. This is a promise I make, and intend to keep.