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Team

Professional, courteous, and independent on your behalf.

We realize in  addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness. 

Your team includes the resources of our portfolio managers and support staff at our broker/dealer Independent Financial Group, LLC.

 

Sean Agahi

Founder & President

925-244-6604

925-904-0008

[email protected]

Sean founded Horizon Wealth Group, LLC in 2007 to provide the highest standard of service to families seeking advice on Pre- and Post-retirement cash flow/income, investment, and estate planning. Sean's career in wealth management...
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Rojan Agahi

Operations Manager

925-244-6603

925-904-0008

[email protected]

As co-founder of Horizon Wealth Group, LLC, Rojan supervises back office operations and client services. Rojan earned her experience with office operations and client service management in the mortgage industry from 2003-2007. Rojan...
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