Hadi is the driving force behind Aval Financial Strategies and Insurance Solutions, Inc., a boutique financial firm devoted to empowering successful professionals—including business owners, educators, and medical practitioners—to achieve lasting financial security and peace of mind. As a holder of both the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Retirement Income Certified Professional® (RICP®) credential, Hadi is deeply committed to delivering holistic, client-centric financial planning that aligns with each individual’s unique life goals.
With a natural talent for mathematics and analytical thinking, Hadi began his professional journey in a distinctly technical field. After earning his Bachelor of Science in Mechanical Engineering, he quickly rose through the ranks at a start-up, where his strategic leadership and innovative thinking drove a remarkable 136% annual growth in profits. During this time, he also earned his Master of Business Administration (MBA), sharpening his business acumen and deepening his understanding of organizational dynamics.
While his early career was defined by corporate growth and innovation, Hadi discovered a deeper calling in financial planning—where he could directly improve lives by helping clients make thoughtful, informed financial decisions. Recognizing the critical intersection between personal financial wellness and professional performance, he founded Aval Financial with a clear mission: to provide personalized strategies, grounded in trust and education, that empower clients to thrive both financially and personally.
At the core of Hadi’s philosophy is a profound belief that clients are more than just accounts—they are family. His empathetic approach and unwavering dedication ensure that each plan is custom-tailored, taking into account not only financial goals but also the values and aspirations that define each client’s life. By combining advanced planning techniques with deep care and understanding, Hadi helps clients build confidence in their financial future—especially as they plan for retirement and beyond.
When he's not guiding clients through pivotal financial decisions, Hadi finds joy in the simple pleasures of family life. He and his wife treasure their time with their young daughter, often exploring nature through camping, swimming, hiking, or biking. This balance between professional excellence and personal fulfillment informs everything Hadi does—and underscores his commitment to helping others find the same harmony in their lives.
In Hadi, clients discover not just a seasoned financial advisor, but a trusted partner, passionate educator, and dedicated advocate for their long-term success.
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550 S Winchester Blvd, Suite 405
San Jose, CA 95128