My Background

I came from corporate collections prior to joining the financial services industry, and what was really lacking were long-term relationships with real people. Now every new client brings a unique set of challenges, and a new set of goals. This is what I appreciate most about what I do. I'm not particularly passionate about financial products. But I am exceptionally interested in people and helping.

There are many moving parts to managing the ins & outs of your finances, and that can be daunting. What would your future look like if you worked with a financial and insurance professional who had an intimate understanding of you, your family, and your business, and created a strategy that works best to your unique situation? More importantly, how would you feel?

SOAP Note Financial & Insurance Solutions helps people with money, protect their assets. It took me years to put that into words; early in my career, my role wasn't all that clear to me. I've come to understand my job is to listen. I've also come to understand that what isn't said, can be more important than what is. 


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.​