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Haldun Arin

Haldun specializes in financial planning, utilizing investment and insurance solutions to create personalized financial plans to build lifestyles, protect businesses, and financially empowering employees. He Follows holistic approach to financial planning, executes suitable solutions with a time-tested process with the client in focus. Periodic reviews and adjustments in a dynamic financial world as life happens ensures a lifetime commitment to the client’s financial wellbeing.

Haldun is an Investment Advisor Representative at United Planners, and a Registered Representative of united Planners Financial Services, helping businesses, families, and individuals in:
• Fee Based financial and business planning.
• Executive and group employee benefits solutions
• Asset management strategies, and investments
• Risk management Strategies, and asset protection strategies.
 
Haldun has over 20 years of global corporate C-Suite management experience. He attended the University of California, Berkeley, where he obtained his MSc in engineering which took him on a worldwide professional journey from Silicon Valley, to overseas in careers in technology, manufacturing, operations, global business development and finance.

He has a passion for making a difference in people’s lives, which led him to the financial services industry in 2020. Haldun has obtained his FINRA Series 66 and 7 securities registrations as well as his Life and Health Insurance License.

In his free time, Haldun is involved in his community as a member of Rocklin and Roseville area Chambers of Commerce. He enjoys healthy living, wellness, and fitness. He is an advocate for life integrated fitness solutions for healthy aging. He plays tennis, runs, bikes, and skis. Haldun loves spending time outdoors in nature and is a great fan of Lake Tahoe, mountains, and the pacific coast.
 
Haldun Arin is a registered representative offering Securities and Advisory services through United Planners Financial Services, Member FINRA/SIPC. Sequoia Advisory Group and United Planners are independent companies.