Young family feeding toddler

Creating a financial blueprint that will help guide you to, and through, the next step in your life...

Our mission is to help our clients create peace of mind through financial security. We do this by ensuring the resources available to them are in line with their goals & objectives. Crystalizing goals & objectives are crucial. We specialize in working with medical professionals, and business owners, and have an intimate understanding of their unique needs.  We are mathematically driven while emphasizing nurturing long-term client relationships, and value objectivity in our process as the numbers tell a story and guide the way.

Welcome to SOAP Note Financial & Insurance Solutions.


Reza Sadeghi is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0I32965), CT, DE, FL, MD, NJ, NY, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Reza Sadeghi is licensed and authorized to offer insurance in California, but SOAP NOTE FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Reza Sadeghi is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3116 La Casa Ct, Thousand Oaks, CA, 91362. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DE, MI, NJ, NY, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

SOAP NOTE FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither SOAP NOTE FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​