Mission
Koorosh’s mission is to help people realize and pursue their meaningful purpose in life.
Meaningful Purpose
“My purpose is to lead my clients to pursue their goals by planning and working with them side by side through a deep long term relationship, so they can always make appropriate financial decisions.”
Values
Family, friends, charity, honor, humanity, love, honesty, education, community, and life.
Passions
Koorosh’s passions include family, relationships, playing tennis, blues, soul, classic rock, acquiring knowledge, Mozart operas, poker, his beloved Los Angeles Kings, and of course Koorosh loves his food. He is also very dedicated to his charitable work through UCP Wheels for Humanity, where he currently serves on the Board of Directors as Treasurer, and is chairman of the annual Wheels In Motion event committee. He has a unique financial planning practice that incorporates all these passions.
Background
Koorosh started in the financial industry in 1995 and has had many milestones throughout the last 20 years. In 1997, he co-developed the Financial Education Services program for American Express Financial Advisors, and helped implement them into companies such as Viacom, Alpha Therapeutic and Warner Bros. In 2003 he transitioned to ING Financial Partners to implement the F.E.S. program there.
In 2011, Koorosh transitioned to Summit Brokerage, where he now concentrates on working with his clients and their families to make sure they have and implement a sound retirement income strategy. Koorosh reached the level of Premier Partner at ING Financial Partners and is currently a member of the Presidents Club at Summit Brokerage.
Koorosh Zartoshty is a Registered Representative of Summit Brokerage Services, Inc. and an Investment Advisor Representative of Summit Financial Group Inc., a Registered Investment Advisor. He is also licensed with the California Department of Insurance as a Life Agent. He earned his Bachelors of Science degree in Business Administration with a double emphasis in Finance and Real Estate, with a minor in Economics at California State University Northridge.
