Skip to main content

Premier Comprehensive Financial Inc.

Premier Comprehensive Financial Inc.

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Our Services
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Resources 
    • Useful Websites
    • Financial Calculators
    • Video Library
    • Events
  • Contact

Responsive Theme: Slideshow

  • Your Financial Security is Our Business

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Schedule a Meeting

  • Your Financial Security is Our Business

    Live your life with Passion, pursue your Meaningful Purpose, and leave your Legacy.

    Schedule a Meeting

  • Your Financial Security is Our Business

    We work with you to develop innovative strategies to help manage, protect and transition your wealth.

    Schedule a Meeting

   

Check the background of this firm on

FINRA's BrokerCheck

 

Premfin, Inc., An independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA &

SIPC, and advisory services offered through Summit Financial Group, Inc., a Registered Investment

Advisor.

Our Mission

“Our Mission at Premier Comprehensive Financial is to create a Meaningful
client-advisor Relationship by bringing our clients
the finest, high quality investments available. We strive to assure that
our clients Preserve and Grow their wealth through
Prudent and Sound financial strategies, allowing them to live their
lives with Passion, pursue their Meaningful Purpose and leave the Legacy they have always envisioned”.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

We begin by gathering information on your current circumstances, listening to your concerns, and learning about your aspirations for the future. By concentrating on the issues that are important to you, we will work with you to develop personalized solutions to help reach your goals.

OUR SERVICES

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A balanced mix of investments can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Home

Our Team

Learn more about our amazing team of professionals.

Photo of team member

Thomas Nieves

Sr. Partner

×

Thomas Nieves

Mission

Helping family, friends, and clients change future generations.

Values

Family, Friendship, Honor, Loyalty, Integrity, Health, and Learning

Passions

Thomas passions include family, friendship, playing golf, martial arts, staying physically fit, Redwing hockey, and animal rescue.

Background

Thomas Nieves started his first company at the age of sixteen - Modern Building Maintenance, which quickly grew to have 60 employees. After running Modern Building Maintenance for more than seven years, he sold the company. 

Thomas relocated to Southern California to begin his career as a financial advisor with American Express Financial Advisors in 1996. While working for American Express, where he helped build what is now known as Financial Education Services.  Becoming a financial education services specialist, Thomas conducted monthly financial workshops on various topics for employees at Warner Bros, Paramount Pictures, Alpha Therapeutic, and Fox, just to name a few.

In 2003, Thomas helped develop the Financial Education Services program for ING Financial Partners.  Also in 2003, Thomas and his partner Koorosh Zartoshty created Premier Comprehensive Financial Inc. which is currently utilizing Summit Brokerage as their broker dealer, where, as an independent advisor, he continues to grow his practice.  Thomas is a Registered Representative and Investment Adviser Representative and is also licensed with the California Department of Insurance as a Life Agent.  On October 19th 2017, Thomas obtained the designation of Accredited Investment Fiduciary.


Thomas is dedicated to helping families and individuals develop, implement, and monitor investment plans that will enable them to pursue their financial goals.

Bio
Photo of team member

Koorosh Zartoshty

Sr. Partner

×

Koorosh Zartoshty

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.

 

Bio

Lorena Durkin

Director of Client Services

×

Lorena Durkin

Mission

By maintaining efficient office-wide processes and best-practice methods regarding all client services and relations, Lorena gives our clients financial confidence, ensuring all regulatory and ethical standards are constantly met throughout the handling of their accounts.

Values

Family, Integrity, Passion, Kindness, and Love.

Passions

Away from work, Lorena enjoys spending time with her husband and family exploring new restaurants, going to the beach, and visiting new countries.

Background

Prior to joining the Premier team in 2017, Lorena started her career in the financial industry as a 360 Service Consultant for LPL Financial where she remained for over 5 years. Shortly after LPL Financial she worked with a Registered Advisor where she specialized in client services and data management. Lorena received her B.S. in Management from California State University San Marcos in 2012.

Bio

Resources

We've got the resources to keep you informed.

 

Blog/Articles

 

Events/Seminars

 

Account View

 

Useful Websites

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 323-876-PLAN
Fax: 323-876-7520

Email: lorena.durkin@premfin.com

20750 Ventura Blvd., Suite 360, Woodland Hills, CA 91364

Get Directions

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information
 

Premier Comprehensive Financial is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser

Disclosure of Order Routing Information | Privacy Policy | Business Continuity | Important Disclosures

© 2018 Premier Comprehensive Financial. All rights reserved.

Website Design For Financial Services Professionals