Vahick Aram Yedgarian, Ph.D., MFE, MBA, CFP®

Vahick Aram Yedgarian, Ph.D., MFE, MBA, CFP®

Regency Financial Group
2855 Piedmont Ave.
La Crescenta , CA 91214
Mobile: 818-442-7436
Office: 818-330-9610
Fax: 818-369-7246
Introduction

Vahick Aram Yedgarian, Ph.D. (dba Regency Financial Group) is a fee-only Registered Investment Advisor (RIA) | Fiduciary Advisor | Certified Financial Planner (CFP®) | Asset Manager | Investment Manager | Professor. He creates financial plans and strategies for individuals, families, and businesses to assist them with their unique needs and achieving short to long-term goals. He has over 30 years of international (Europe, Middle East, and the U.S.) experience as a financial planner, investment advisor, investment manager in the investment advisory industry, and over 10 years of experience as a university professor.

• Annuities
• Asset Allocation
• Asset Management
• Breach of Fiduciary Duty
• Damage Calculations
• Due Diligence
• Education Expense Planning
• Elder Financial Abuse
• Exchange-Traded Funds
• Financial Planning
• Inappropriate Asset Allocation
• Investment Suitability
• Market-Adjusted Damages
• Misrepresentations and Omissions
• Mutual Funds
• Out-of-Pocket Damages
• Over Concentration
• Portfolio Management
• Retirement/Pensions
• Risk Management
• Stocks and Bonds

Languages:

• Armenian
• Dari
• English
• Farsi/Persian (Countries: Afghanistan, Iran, Tajikistan, and Uzbekistan)
• Pashto

Areas of expertise include but not limited to:

• Annuities
• Asset Allocation
• Asset Management
• Education Expense Planning
• Exchange-Traded Funds
• Finance
• Financial Advice
• Financial Planning
• Life Insurance
• Mutual Funds
• Retirement Plans
• Securities
• Stocks and Bonds
• Trusts and Estates

Dr. Yedgarian uses the services of TD Ameritrade Institutional a division of TD Ameritrade Inc., member FINRA/SIPC (Custodian) for his clients’ accounts.

University Lecturer/Professor - Teaching experience onground, online and hybrid classes
09/2009 - present

• Business Ethics & Social Responsibility
• Corporate Finance
• Economic Theory and Policy
• Financial Management
• Financial Markets & Institutions
• Financial Statement Analysis
• Fundamentals of Investments
• Financial Management
• Global Leadership
• Global Leadership: Leading in a diverse context
• International Economics
• International Financial Management
• Leading Innovation and Change
• Leading Organizational Change
• Management Consulting
• Managerial Economics
• Managing in Global Environment
• Mergers, Acquisitions, Restructuring, and Corporate Governance
• Money and Banking
• New Venture Development
• Operations and Supply Chain
• Organizational Development Capstone
• Organizational Theory and Behavior
• Organizational Theory and Design
• Principles of Finance
• Strategic Management


Areas of Expertise
  • Annuities
  • Education & Schools
  • Finance
  • Financial Planning
  • Life Insurance
  • Pensions
  • Risk Management
  • Securities
  • Stocks & Bonds
  • Trusts & Estates

Expert Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: .
Ph.D. - Business Administration/Global Business, Leadership and Sustainability
Northcentral University – San Diego, CA

MFE - Master of Financial Economics
Ohio University – Athens, OH

MS/Psy - Master’s in Psychology/General Psychology
University of Phoenix - Pasadena, CA

MBA/GM – Master’s in Business Administration/Global Management
University of Phoenix - Pasadena, CA

BSB/A - Bachelor’s in Business Administration
University of Phoenix - Pasadena, CA

PFP - Personal Financial Planning
UCLA-Extension (University of California – Los Angeles)

Certified Financial Planner - CFP®

California Real Estate Broker License
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: Certified Financial Planner Board of Standards
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: .
Teaching experience onground, online and hybrid classes
09/2009 - present

• Business Ethics & Social Responsibility
• Corporate Finance
• Economic Theory and Policy
• Financial Management
• Financial Markets & Institutions
• Financial Statement Analysis
• Fundamentals of Investments
• Financial Management
• Global Leadership
• Global Leadership: Leading in a diverse context
• International Economics
• International Financial Management
• Leading Innovation and Change
• Leading Organizational Change
• Management Consulting
• Managerial Economics
• Managing in Global Environment
• Mergers, Acquisitions, Restructuring, and Corporate Governance
• Money and Banking
• New Venture Development
• Operations and Supply Chain
• Organizational Development Capstone
• Organizational Theory and Behavior
• Organizational Theory and Design
• Principles of Finance
• Strategic Management
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No
Q: On how many occasions have you been retained as an expert?
A: Not yet
Q: For what area(s) of expertise have you been retained as an expert?
A: N/A
Q: In what percentage of your cases were you retained by the plaintiff?
A: N/A
Q: In what percentage of your cases were you retained by the defendant?
A: N/A
Q: On how many occasions have you had your deposition taken?
A: N/A
Q: When was the last time you had your deposition taken?
A: N/A
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: N/A
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: N/A
Q: For how many years have you worked with the legal industry as an expert?
A: N/A
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: .
Dr. Yedgarian can offer opinions on the following.

• Annuities
• Breach of Fiduciary Duty
• Damage Calculations
• Due Diligence
• Education Expense Planning
• Elder Financial Abuse
• Exchange-Traded Funds
• Financial Planning
• Inappropriate Asset Allocation
• Investment Suitability
• Life Insurance
• Market-Adjusted Damages
• Misrepresentations and Omissions
• Mutual Funds
• Out-of-Pocket Damages
• Over Concentration
• Portfolio Management
• Retirement Plans
• Risk Management
• Securities
• Stocks and Bonds
Q: What is your hourly rate to consult with an attorney?
A: Negotiable - hourly and or percentage
Q: What is your hourly rate to review documents?
A: Negotiable - hourly and or percentage
Q: What is your hourly rate to provide deposition testimony?
A: Negotiable - hourly and or percentage
Q: What is your hourly rate to provide testimony at trial?
A: Negotiable - hourly and or percentage
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: All related expenses - case by case

References

This is going to be my first rodeo