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Yekani Wealth Management & Real Estate

Yekani Wealth Management & Real Estate

Reviews Summary

The overwhelming majority of reviews praise the firm for its professionalism, expertise, and personalized financial guidance. Clients highlight clear communication, trustworthiness, and exceptional service, with many noting improved financial confidence and retirement readiness. A few negative reviews allege unethical behavior, including embezzlement and high fees, but these are outliers. Most describe the team as knowledgeable, responsive, and genuinely invested in clients' success, making complex topics accessible and providing tailored advice. The firm is repeatedly recommended for wealth management, real estate investments, and retirement planning.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax

Contact Information

Address

6300 Canoga Ave Suite 1100

Woodland Hills, California 91367

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday 9AM-4PM
Saturday Closed

Customer Reviews

Our family has had nothing but great experiences with economics and family, using Nick in particular. Since our initial meeting, Nick has always been professional, knowledgeable, responsive, and flexible to meet all of our financial planning needs and questions. We have a basic understanding of how investment planning works and put our faith and trust in Nick and economics and family to steer us in the right direction which helped put our minds at ease. They are always available via text, phone, or virtual

Yekani Wealth Management has been helping us with both our finances and real estate for a while now. Their team is super responsive and always have our best interest in mind. I'm glad we went with them.

Yekani gives solid, clear advice that's easy to follow. I feel much more in control of my finances now and know how to optimize my investments for both the short term and long term. Way better experience than my last advisor!

We worked with Nick this past year, and he helped us figure out how to prioritize our investments based on our goals for our kids and our business. Everyone at Yekani I've talked to genuinely wants to help. They've been great in helping us manage everything!

We interviewed several advisors but went with Yekani Wealth Management. They're super knowledgeable and made us feel confident. Their Financial X-Ray process gave us clarity on our goals and timeline.

I am writing this review to warn others about my unfortunate experience with Mr. Yekani, who offers services in private wealth management and real estate investment. I entrusted him with $470,000 of my hard-earned money, expecting professional and ethical management of my investments. Regrettably, Mr. Yekani embezzled $250,000 of my funds. His actions were not only dishonest but also a blatant violation of trust. This significant loss has had severe repercussions on my financial situation and peace of mind

I contacted them online and got a meeting quickly. Nick explained their process in a way that made sense, and I never felt pressured. The whole team is professional and attentive. I'm grateful for their advice and excited to keep working with them.

I felt totally supported by Yekani Wealth Management. They broke everything down so I could understand it. My confidence grows after every meeting. My future feels secure with them. Highly recommend!

Nick and his team are probly the best I've ever worked with. They make things easy to understand and have gave me great advice to make sure my finances will support my retirement goals.

They are experts in wealth management and insurance and have made such a positive impact in our financial lives. Ive never been so excited to retire. Highly recommend.

Great service and very professional team. They helped me with my real estate investment, and the returns have been amazing so far. I don't know how I could?ve done it without their advice.

Yekani private wealth management is amazing to work with. I've tried other advisors over the years, but these guys are hands down the best.

The team at Yekani is professional and friendly. They provide all the info I need to make smart investment decisions and have been great at helping us prepare for retirement.

We just retired, and Nick helped us put together our financial plan in a way that made everything so much clearer. Really appreciate the effort and detail. Thanks, Nick!

Transferring accounts with Yekani was so easy. The team is great to work with, and I'm excited to continue working with them.

Their advice has been spot on, even in this crazy market. When I retired, they set me up with a plan that keeps me secure. Would definitely recommend!

Nick has offered us invaluable insight and guidance over the years, and I very much enjoy working with them.

The guidance we've gotten from Yekani pwm over the years has been so valuable. Love working with them. Thanks

Nick is a fantastic financial advisor. He knows a lot about money stuff, and he takes the time to explain it all to me in a way that's easy to understand. He really wants to help people with their money goals, and that's what makes him awesome!

My experience with my financial consultant was exceptional. They provided tailored advice, answered all my questions, and guided me through the complexities of investment. I'm now more confident in managing my finances.

We've known Mr. Yekani way before he started Economics & Family. He is very personable, knowledgeable, and trustworthy. He is aware of your needs and will guide you through any situation with courtesy and consideration. His staff also receives five stars; professional and very friendly.

Nick has done a great job with my financial plan. I am kept in the loop every step of the way. Very helpful and trustworthy. Would definitely recommend Economics and Family to family and friends!

Mr. Yekani always has outstanding ideas on how to protect family assets and pay less taxes. His advice is always accurate and has helped me in my financial planning. Mr. Yekani runs a professional and courteous practice and delivers real results. Thank you.

I was in a financial rut when I reached out to my consultant. They helped me budget, reduce debt, and set achievable financial goals. Thanks to their guidance, I'm on track to be debt-free and more financially stable.

I was very disappointed that Mr. Yekani Charges $400 Initial consulting Fee :( So a person investing less than a million does not count as a client ?! I was hoping to talk to him to invest MY money & to Bring more from My married life too.

Do not trust this man. Stay away from his firm. He is a lier and all his recommendations are based on his personal benefit.

I am with this beautiful family business for more than 15 years and so happy with them. I love everyone over there they so kind and helpful and I can trust them a lot.They helped me a lot.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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