Amir Dehbozorgi, CFP®


Amir is a CERTIFIED FINANCIAL PLANNER™ who completed his Professional Financial Planning Certification through UCLA’s accelerated program. After working for traditional financial firms like Merrill and Fidelity, he left his job to launch Level 2 Finance.

His motivation for starting Level 2 Finance came about when he realized the disparity between the financially literate and illiterate. Amir has worked with clients of all ages, and through their stories, has realized how hard it is to receive transparent financial advice. His mission is to improve the industry by inspiring and educating clients to take control of their financial lives.

My Approach

01. Strategic

Strategic in understanding the problem.

02. Transparent

Transparent in my work and presenting the solution.

03. Educational

Educating individuals and businesses at each step of the way.