Javid Dabestani, Cfp®
About Javid Dabestani, Cfp®
Javid Dabestani is a Key Account Manager specializing in Retirement Plans at Creative Planning Inc., where he has worked since 2019. He has a background in financial planning and education, with degrees from the University of Nebraska at Omaha and the University of Nebraska-Lincoln.
Current Role at Creative Planning
Javid Dabestani serves as the Key Account Manager for Retirement Plans at Creative Planning Inc. since 2019. In this role, he specializes in managing retirement plans, providing tailored solutions to meet client needs. His responsibilities include overseeing client accounts and ensuring the effective implementation of retirement strategies. Dabestani's work contributes to the firm's reputation as a leading independent wealth management firm.
Previous Experience at Creative Planning and Northwestern Mutual
Prior to his current position, Javid Dabestani worked at Creative Planning Inc. as a Financial Planner from 2016 to 2019. His earlier experience includes a role as a Financial Services Representative at Northwestern Mutual from 2015 to 2016. During his time at both organizations, he developed skills in financial planning and client management, which have been integral to his career in wealth management.
Education and Academic Background
Javid Dabestani has a diverse educational background. He studied at the University of Nebraska at Omaha, focusing on Bioinformatics and Management Information Systems from 2010 to 2012. Additionally, he earned a Bachelor of Science degree in Secondary Education - English from the University of Nebraska-Lincoln, where he studied from 1999 to 2005. This combination of studies has provided him with a unique perspective in his professional endeavors.
Expertise in Retirement Plans
Dabestani has developed significant expertise in managing retirement plans as part of his role at Creative Planning. His knowledge in this area allows him to provide comprehensive wealth management services to clients in Omaha, Nebraska. His focus on retirement planning ensures that clients receive informed guidance tailored to their financial goals.
Recognition of Creative Planning
During Javid Dabestani's tenure at Creative Planning, the firm has received recognition as a top independent wealth management firm by Barron's and CNBC. This acknowledgment reflects the firm's commitment to providing high-quality financial services and the effectiveness of its team members, including Dabestani, in delivering client-focused solutions.