About us
At Retovia, we combine professional insight with personalized financial strategies—empowering you to make smarter decisions about your money, future, and family.
Your Trusted Financial Partner
Trusted Financial Guidance, Tailored for You
At Retovia, we believe that financial confidence starts with clarity and expert planning. Led by licensed financial professional Abtin Bashirazmi, our mission is to empower individuals and families to build secure and prosperous futures.
From budgeting and investment strategies to retirement and college planning, we provide personalized support every step of the way—because your goals deserve more than one-size-fits-all advice.
01
Insurance Planning
Protect your future with tailored insurance strategies for life, health, and long-term care.
02
Retirement Planning
Build a secure and comfortable future with smart, personalized retirement strategies.
03
College Financial Planning
Plan ahead for education costs with expert advice on saving, investing, and funding.
04
High-Growth Investment Tools
Explore innovative investment tools designed to maximize your financial returns.
05
Tax-Advantaged Investment Options
Optimize your portfolio with smart strategies that reduce tax impact on your gains.
06
Budgeting and Debt Management
Gain control of your finances with effective budgeting plans and debt reduction tactics.
200+
Clients Empowered Financially
75+
Customized Retirement Plans Delivered
34
College Funding Strategies Designed
6
Core Financial Services Offere
Jan 2023
Founding Retovia
Retovia was established with a mission to simplify and personalize financial planning for every family.
Jul 2023
First Client Milestone
Successfully delivered customized retirement plans and investment solutions to over 50 clients.
Feb 2024
Expanding Core Services
Launched dedicated services in college financial planning and tax-advantaged investments.
May 2025
Digital Growth and Education
Introduced free educational video content and launched our client-focused digital platform.
The Experts Behind Your Financial Future
Meet our team
A trusted group of licensed professionals and financial planners, dedicated to delivering personalized strategies and expert guidance tailored to your unique goals.
Harper Simmons
Founder & CEO
Former co-founder of ACME company. Early staff at XYZ. Loves coffee & morning runs.
Abtin Bashirazami
Founder & Financial Consultant
Licensed financial professional. College planning expert. Enjoys strategic thinking & helping families plan ahead.
Courtney Davis
Founder & CEO
Former co-founder of ACME company. Early staff at XYZ. Loves coffee & morning runs.
Do you still have inquiries?
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