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Hooman A
Series 63, Series 65
Campbell, CA
Alta Financial Group
Hooman Altafi is the principal advisor at Alta Financial Group in Campbell, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior work includes roles at Premier Lending Inc and ongoing involvement with Star LLC and Seven Media Group. Altafi is also licensed as a real estate, mortgage, and insurance broker, engaging in related commercial real estate and consulting activities outside of investment advisory services. Alta Financial Group serves individual investors, families, trusts, and institutional clients, providing investment management with an asset-allocation approach focused on low-cost mutual funds and ETFs, alongside selective use of stocks, options, and alternatives. The firm manages discretionary accounts, pooled vehicles, and retirement plans while offering financial planning and tax-related management services.
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