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Bijan Mohseni

Bijan Mohseni

Financial Consultant, MBA, Qualified Plan Specialist
Retirement Planning Specialist

Phone: 813-977-6400
Fax: 813-977-6443
E-mail: bijan.mohseni@axa-advisors.com

At Retirement Group

Sterling Group

As an active member in the Central Florida Community, Bijan has committed himself to helping clients reach their financial goals.  To stay on top of his field and to develop his professional skills has been a top priority throughout his career so that he can offer his clients a wealth of financial guidance in the areas of retirement planning, business planning, and estate planning.  Bijan also advises human resource managers and key executives in the areas of defined benefit plans, 401(k) consultation, deferred compensation, and 412(e) plans.

Bijan has a Bachelors Degree in Industrial Engineering and a Masters of Business Administration.  He continuously attends various industry training and has successfully completed the following FINRA registration exams:  Series 7, Series 63, and Series 65.  Bijan is a Qualified Plan Specialist for AXA Advisors who works with both individuals and corporations to help exceed their financial goals. 

Bijan has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

  

Accreditations and Professional Affiliations:
Qualified Plans Specialist
Financial Industry Regulatory Authority, Inc. (FINRA) series 7, 63, 65
State of Florida Life, Health, and Variable Annuity insurance license
American Society of Pension, Professionals & Actuaries (ASPPA)
Florida West Coast Employee Benefits Council (FWCEBC)
 
Maintaining a strong sense of community and family is very important to Mr. Mohseni.  He is happily married to his wife Sheila and they have 2 daughters. When Bijan is not helping his clients reach their financial goals, he enjoys tennis and spending time with his family.  Bijan is also fluent in Spanish and French.