Milad Taghehchian, CPA, CFP(R), is a Senior Advisor and the founder of Pioneer Wealth Management Group. Driven by a desire to offer unbiased financial advice, Milad established Pioneer Wealth in 2004, aiming to provide clients with comprehensive guidance free from the influence of sales targets or commissions.
With over 20 years of experience, Milad has a genuine enthusiasm for creating personalized financial plans tailored to the unique goals of individuals and families. He thrives on helping clients achieve financial success and streamline their financial lives, finding fulfillment in offering strategic, thoughtful recommendations. His deep commitment to his clients mirrors his dedication to the Austin, TX community, where he has held leadership roles in various non-profit organizations.
Outside of his professional life, Milad is an avid traveler, always seeking to broaden his perspective on the world by exploring new cultures. He is equally dedicated to giving back to his local community and currently serves on the board of the Texas After Violence Project.
Education
- B.S. Economics
- The University of Texas at Austin
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Areas of Specialization
- Real Estate Investments
- Estate Planning
- 1031 Exchanges
- Stock Options
- Startups
- Small Business Planning
- Alternative Investments
Blog
More from Milad Taghehchian
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Five Tips to Get the Most Out of Working With a Financial Advisor
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Important to Consider When Moving to Costa Rica
Things to consider if moving to Costa Rica
-
Understanding the Tax Impact of RSUs for Whole Foods Employees
If you’re a Whole Foods employee, you might have received or will receive Restricted…
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