Haldun Arin

I specialize in crafting personalized financial plans that empower lifestyles, protect businesses, and support employees. By integrating investment and insurance solutions, I follow a holistic approach to financial planning. This involves executing strategies with a client-focused, time-tested process. Through regular reviews and adjustments, I commit to your financial well-being as life evolves.

As an Investment Advisor Representative and Registered Representative of United Planners Financial Services, my work encompasses helping businesses, families, and individuals. Whether it's fee-based financial and business planning, executive and group employee benefits, asset management strategies, or risk management and asset protection, I'm here to guide you.

With over 20 years of global corporate C-Suite management experience, my journey began with an MSc in engineering from the University of California, Berkeley. This education led me from Silicon Valley to various international roles in technology, manufacturing, operations, global business development, and finance. It was my passion for making a difference in people's lives that drew me to the financial services industry in 2020. I hold FINRA Series 66 and 7 securities registrations, as well as a Life and Health Insurance License.

Outside the office, I'm deeply involved in my community, actively participating in the Rocklin and Roseville area Chambers of Commerce. I'm passionate about healthy living and wellness, advocating for life-integrated fitness solutions for healthy aging. My hobbies include playing tennis, running, biking, and skiing. I cherish time spent in nature and am a big fan of Lake Tahoe, the mountains, and the Pacific coast.