Amir Bozorgi, CFA®, CFP®, is an investment advisor with over 12 years of experience helping clients navigate important financial decisions with clarity and confidence. He works with individuals, retirees, incorporated professionals, and business owners whose financial lives have become more complex and require more than investment advice alone. Amir’s approach is grounded in a simple belief: investments alone are not a strategy. Effective wealth management requires coordination across the full financial picture, including income planning, tax efficiency, risk management, and estate considerations. By integrating disciplined investment management with comprehensive financial planning, he helps clients make decisions within a broader structure rather than in isolation. A significant part of Amir’s work involves clients facing transition points, whether they are preparing for retirement, managing accumulated wealth, navigating the realities of incorporated income, or looking for a more organized and intentional long-term plan. In these moments, the right strategy is not just about selecting investments. It is about building a framework that supports stability, flexibility, and better decision-making over time. Known for a clear and thoughtful approach, Amir works best with clients who value structure, transparency, and long-term thinking.