Omid Eftekhari

Employer firm

Towneley Capital Management, Inc. CRD 169863

$1.09B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 08/2022
  Blackrock Investments, Llc
  Newport Beach, CA
• 12/2022 → Present
  Towneley Capital Management, Inc
  Laguna Hills, CA
• 08/2022 → 12/2022
  Unemployed
  Anaheim, CA

Previous Registrations

• 2013-06-17 → 2022-08-18
  Blackrock Investment Management, Llc
  Newport Beach, CA
  Princeton, NJ
  Newport Beach, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-10-01
• S65 Uniform Investment Adviser Law Examination
  2007-09-08

Designations

• Chartered Financial Analyst

Other Names

• Omid Eftekhari Mofrad