A complete list of active advisors currently associated with Noor Financial Services

Warmer can help you find a great advisor at Noor Financial Services or one who fits your needs even better.

Noor Financial Services is a fee-only registered investment adviser that provides financial planning and investment management to individuals, including both non‑high‑net‑worth and high‑net‑worth clients. The firm offers ongoing and project‑based financial planning alongside continuous investment advice and reports $90,012 in non‑discretionary assets under management with $0 in discretionary AUM. The firm constructs portfolios using asset allocation principles and a mix of passive and active vehicles, applying fundamental and technical analysis within a Modern Portfolio Theory framework to select mutual funds, ETFs, stocks, and bonds. Investment management is delivered on a non‑discretionary basis—clients retain final approval of trades—and is generally provided as part of the planning engagement rather than as a standalone service. Compared with many investment-manager peers, Noor’s practice is atypical in relying primarily on non‑discretionary AUM while serving individual clients and in using fixed and hourly planning fees instead of percentage‑of‑AUM billing. Additional distinguishing features include a small, single‑adviser operational model established recently, a policy not to aggregate block trades, and reliance on institutional custodial platforms for execution and reporting.

To learn more about the advisors currently working at Noor Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Patrick Yaghoobians profile photo Patrick Yaghoobians
Tujunga, CA
6
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