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Farokh B
CFP®, Series 63
Sugar Land, TX
Sowell Management
Farokh Billimoria is a CFP® with 24 years of industry experience, currently serving at Sowell Management. He previously worked at Concert Wealth Management, Inc. and operates a CPA practice dating back to 1983. Outside of his advisory work, he spends part of the year on tax preparation and has spoken for The American Financial Education Alliance. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with a range of portfolio management and financial planning services. The firm offers various investment styles, including strategic and tactical allocation, model portfolios, and third-party manager selection, supported by an independent-contractor model of more than 100 advisors.
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