About me
Name
Pooya Mohammadi
Certifications and designations
MBA, CIM
Role
Wealth Advisor
Branch / Area served
Cambie, Queensborough
Languages spoken
English, Farsi
Contact
Wealth Advisor
Pooya Mohammadi, MBA, CIM
604.288.3263 (Direct line)
pooya.mohammadi@coastcapitalsavings.com
Meet Pooya
My work is grounded in ethical practice, empathy, and a deep respect for the trust clients place in me. I believe strong relationships are built not just on expertise, but on genuine care, integrity, and a commitment to personalized service.
As an Associate Financial Planner with an MBA and CIM® designation, I bring five years of investment industry experience to every conversation. I specialize in holistic planning that integrates investment, risk, tax, insurance, retirement, and estate strategies into a unified plan. I stay current with industry trends and regulatory changes to ensure every recommendation is informed, relevant, and tailored to the full scope of your financial life.
I focus on building long-term relationships and delivering advice that brings peace of mind. I love educating young investors and walking them through their future projections today, empowering them to take charge of their wealth early. I enjoy translating complex ideas into meaningful conversations that help clients understand not just what they’re doing, but why it matters.