Arleta Hacopian, FPQP™

Arleta Hacopian, a Registered Financial Paraplanner with Advisory Group West, is a highly experienced Financial Professional who works closely with our lead Advisors supporting the Team with complex financial plans, investment strategies & implementations, as well as supporting the Advisors manage compliance helping ensure all plans adhere to SEC and FINRA regulations.

An excellent Client Relations Manager with the firm since 2002, Arleta has overseen our clients’ financial services; making certain our clients’ needs are handled promptly and meticulously. Our clients know that they are well cared for at Advisory Group West.

Arleta is a graduate of California State University, Northridge, with a Bachelor of Science degree with a concentration in Financial Services. She is a Financial Paraplanner Qualified Professional℠ – FPQP® from the College for Financial Planning, holding Financial Securities FINRA licenses Series 7 and 66 as well as CA Life Insurance License since 2004. Her commitment to her career makes her especially qualified in all the areas of Financial Services our clients’ value.

Arleta is a very social person who enjoys the company of her friends of many years as often as she can when she is not with her family. She likes traveling and tries seeing new places as often as possible.