Director Of Financial Planning
Amir Noor CFP®, EA
Amir is the Director of Financial Planning for United Financial Planning Group LLC. He started his career in the financial services industry in 2007 in Huntington, NY at the W. J. Valone Agency. Looking to expand his practice and skillset, Amir joined Park Avenue Securities in 2014. As he continued to grow and understand financial services, he felt there should be more of a client-first model with fee-only planning and joined UFPG in 2021.
Amir specializes in Personal Financial Planning and Qualified Retirement Plans. As well as the following focus areas:
- Investment Management
- Attorney Growth Planning
- Estate and Trust Planning
- Physician Growth Planning
- Defined Benefit/401(k) Plans
- Wealth and Risk Management
- Insurance and Benefit Coordination
Designations:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Enrolled Agent
