MEET OUR FOUNDER

Hadi Ahmadi Aval is the founder of Aval Financial Strategies and Insurance Solutions, Inc., a boutique financial practice dedicated to helping business owners, physicians and medical professionals, executives, and families make informed decisions about their wealth and financial future.

Hadi believes that as financial success grows, so does financial complexity. Investments, retirement, taxes, business interests, risk management, and legacy planning are deeply connected, and important decisions in one area can have lasting implications across the others. His approach is to bring these pieces together, helping clients see the bigger picture and develop a coordinated strategy around what they have built, what they want to accomplish, and the legacy they ultimately want to leave.

Hadi brings to financial planning a perspective shaped by both analytical discipline and real world business experience. With a background in Mechanical Engineering and an MBA, he approaches complex financial decisions with the precision of an engineer and the strategic perspective of a business leader. Before entering financial services, Hadi helped drive 136% annual profit growth at a start-up, an experience that gave him firsthand insight into the opportunities, pressures, and critical decisions that accompany building and growing a business.

Today, that experience influences how he advises clients. Hadi looks beyond individual financial decisions to understand how the pieces connect, helping clients evaluate opportunities, anticipate challenges, and make thoughtful decisions about their wealth with both the numbers and the bigger picture in mind.

His professional credentials, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Tax Planning Certified Professional® (TPCP®), Retirement Income Certified Professional® (RICP®), and Certified Plan Fiduciary Advisor® (CPFA®), reflect advanced education across comprehensive financial planning, tax-aware strategies, retirement income planning, and retirement plan advisory services.

At the heart of Hadi’s practice is a belief that exceptional financial guidance begins with understanding the person behind the wealth. He takes the time to understand each client’s family, business, priorities, concerns, and ambitions before recommending a course of action. The result is a relationship built not around transactions, but around clarity, trust, and thoughtful long-term guidance.

For Hadi, financial planning is ultimately about giving clients greater confidence in the decisions that shape their lives, helping them build intelligently, protect thoughtfully, enjoy what they have achieved, and create a meaningful legacy for the people and causes that matter most.

Outside of his practice, Hadi values time with his wife and young daughter and enjoys swimming, hiking, and biking with his family. His appreciation for family and quality of life reinforces a principle that guides his work every day: wealth is most meaningful when it supports the life you want to live.