Financial planning that feels approachable.

Together, we’ll build a personalized plan that brings clarity, confidence, and peace of mind to your financial future.

7+ Years
Experience

Financial Planning Association FPA member logo

Why Choose Noor Financial

As a CERTIFIED FINANCIAL PLANNER® professional, we follow the CFP® Boards Code of Ethics & Standards of Conduct, which means we follow a fiduciary duty to do what is in your best interest and to act with honesty, integrity, competence, & diligence.

Unlike many large institutions, we don’t have to meet sales goals or sell specific products. As an independent, fee-only firm, we only focus on what’s best for you as the client. Every recommendation is made with your needs at the center, free from conflicts of interest.

You will be working with a real person, not someone at a call center or an AI chatbot. Your questions are answered by someone who knows you and your goals.

Money is more than numbers, it’s tied to your goals and your peace of mind. We help you navigate the decisions that can feel overwhelming, offering support so you can move forward with confidence.

We have worked at different firms, where some clients just end up being given a cookie cutter solution to their problems. The reality is our situations are unique, and that is how we approach each interaction.

Services Designed to Support Every Stage of Life

Financial Planning

From budgeting to retirement planning, we help align your finances with your life goals

Investment Management

Grow & preserve your wealth with a personalized portfolio tailored to your goals and risk tolerance

Partnership

Ongoing guidance and support built on trust, so you’re never navigating financial decisions alone

How We Work Together

1.

Discover

We start by learning about your goals, values, and current financial picture

2.

Plan

Together, we design a strategy that balances today’s needs with tomorrow’s goals

3.

Partner

We put your plan into action and provide ongoing guidance as life evolves

1.

Discover

We start by learning about your goals, values, and current financial picture

2.

Plan

Together, we design a strategy that balances today’s needs with tomorrow’s goals

3.

Partner

We put your plan into action and provide ongoing guidance as life evolves

Meet Patrick

Patrick founded Noor Financial Services to bring clarity and compassion to personal finance. With over seven years of experience and a CFP® professional, he combines deep technical knowledge with a down-to-earth approach. His mission is to make financial planning simple, personal, and empowering—helping clients turn uncertainty into lasting confidence.

Professional headshot of Patrick Yaghoobians CFP Certified Financial Planner