Meet Our Founder : Aval Financial Strategies and Insurance Solutions, Inc. | San Jose, CA

Meet Our Founder

Photo of Hadi Ahmadi Aval, MBA

Hadi Ahmadi Aval, MBA, CFP®

Founder and Financial Advisor

Meet Hadi, the driving force behind Aval Financial Strategies and Insurance Solutions, a boutique financial firm dedicated to empowering successful professionals, including business owners, schools, and medical professionals. Holding the esteemed CERTIFIED FINANCIAL PLANNER™ (CFP®) mark, Hadi is fueled by a passion for holistic planning, ensuring his clients achieve peace of mind through meticulous attention to their financial well-being.

From an early age, Hadi's affinity for math and problem-solving set him on a unique path. Armed with a Bachelor of Science degree in mechanical engineering, he embarked on a career marked by innovation and strategic thinking. His tenure at a start-up company saw him spearhead remarkable growth, expanding profits by an impressive 136% annually and swiftly ascending to the role of head of sales and marketing, all while pursuing his Master’s in Business Administration (MBA).

Yet, amidst his corporate success, Hadi's true calling lay in finance, where he could leverage his knack for problem-solving to make a tangible difference in the lives of individuals and corporations alike. Recognizing the profound impact of personal financial planning on both employee satisfaction and organizational success, Hadi set out to establish his own financial firm, driven by a commitment to providing unparalleled service and support.

At the heart of Hadi's approach lies a belief that clients are more than just business associates—they're family. He prioritizes their needs and objectives above all else, crafting tailored solutions that go beyond the conventional to address their unique concerns and aspirations. Through comprehensive education and guidance, Hadi empowers his clients to make informed decisions about their financial futures, instilling confidence and security.

Away from the office, Hadi cherishes time spent with his loved ones, understanding the importance of nurturing both financial and emotional well-being. Whether exploring new destinations with his wife and daughter or immersing themselves in outdoor adventures, such as camping, swimming, hiking, or biking, Hadi's dedication to family underscores every aspect of his life.

In Hadi, clients find not only a trusted advisor but a compassionate partner committed to their long-term success and happiness. With his unwavering dedication and innovative approach, Hadi continues to redefine the standards of financial planning, one client at a time.