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Babak K
ChFC®, Series 65
Newport Beach, CA
Legacy Wealth Management, LLC
Babak Kooros is a financial advisor at Legacy Wealth Management, LLC in Newport Beach, CA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Foundations Investment Advisors, Syncis, and Uber. Outside of his advisory work, he is the CEO and owner of InTime Financial Alliance Insurance Solutions, Inc. and is also active as a realtor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm utilizes tailored strategies, model portfolios, and third-party money managers, offering a broad range of investment options across its multi-team platform.
Nancy Z
Newport Beach, CA
Legacy Wealth Management, LLC
Nancy Zheng is a financial advisor with Legacy Wealth Management, LLC in Newport Beach, CA. She holds 1 year of industry experience and has previously worked at Eternity Financial Alliance Solutions Inc. and World Financial Group. Zheng has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and third-party money manager selection, emphasizing tailored strategies and continuous account monitoring.
Edward M
Series 65
Newport Beach, CA
Legacy Wealth Management, LLC
Edward Malekan is a financial advisor at Legacy Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at 20/20 Capital Management, Inc. and Eternity Financial Alliance, Inc. In addition to his advisory role, he is an insurance agent at EF Agency. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities and outside business activities as part of its comprehensive client service platform.
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