The mission of DABK Inc. Financial
Planning Services is to help clients
achieve their goals in line with their
values.
Establishing a long-term, professional and conflict-
free relationship with the client is extremely
important in following the mission statement. Such
a relationship is achieved through professionalism,
competency and honesty.
Financial education of the clients, relevant to their
circumstances, is an important element of our value
proposition. As the old saying goes, give a man a
fish and you feed him for a day, teach him to fish
and he feeds himself for life.
We are dedicated to helping the client set realistic
goals based on her/his current life circumstances,
as well as to what is near and dear to the client’s
heart, and then doing our best to help the client
reach those goals.
Method of Compensation
Our compensation method is extremely simple
and transparent. We are compensated only by
you, the client, on an hourly (two-hours
minimum) or flat- project basis.
Who We Are
Daryoosh Khalilollahi, Principal
Daryoosh graduated from the University Of
Southern California with a Bachelors degree in
Electrical and Biomedical Engineering in 1981 and a
Masters degree in Computer Engineering in 1983. In
1988 he received an MBA from National University.
He is a Certified Financial Planner (CFP) and a
Registered Investment Advisor (RIA). He is a NAPFA
(National Association of Personal Financial
Advisors) Registered Financial Advisor, and a
member of the FPA (Financial Planning Association).
He is also a member of El Cerrito Chamber of
Commerce. He and his family have enjoyed living in
the East Bay for the last twenty years.
Planning Services is to help clients
achieve their goals in line with their
values.
Establishing a long-term, professional and conflict-
free relationship with the client is extremely
important in following the mission statement. Such
a relationship is achieved through professionalism,
competency and honesty.
Financial education of the clients, relevant to their
circumstances, is an important element of our value
proposition. As the old saying goes, give a man a
fish and you feed him for a day, teach him to fish
and he feeds himself for life.
We are dedicated to helping the client set realistic
goals based on her/his current life circumstances,
as well as to what is near and dear to the client’s
heart, and then doing our best to help the client
reach those goals.
Method of Compensation
Our compensation method is extremely simple
and transparent. We are compensated only by
you, the client, on an hourly (two-hours
minimum) or flat- project basis.
Who We Are
Daryoosh Khalilollahi, Principal
Daryoosh graduated from the University Of
Southern California with a Bachelors degree in
Electrical and Biomedical Engineering in 1981 and a
Masters degree in Computer Engineering in 1983. In
1988 he received an MBA from National University.
He is a Certified Financial Planner (CFP) and a
Registered Investment Advisor (RIA). He is a NAPFA
(National Association of Personal Financial
Advisors) Registered Financial Advisor, and a
member of the FPA (Financial Planning Association).
He is also a member of El Cerrito Chamber of
Commerce. He and his family have enjoyed living in
the East Bay for the last twenty years.
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Our Commitment
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