Bijan Mohseni

"Lou Holtz said it best: ‘Do the right thing, do the best you can, and always show people you care."
Bijan Mohseni, MBA, CFP®, AIF® Managing Partner, IPWS Registered Principal, RJFS

Bijan has more than 22 years of experience in the financial services industry, and offers seasoned guidance to individuals and corporations pursuing their financial goals and objectives. He specializes in retirement planning, business planning and estate planning.

He has attended many top industry programs and holds Series 7, 24, 63 and 65 securities licenses, and is licensed in life and health insurance and variable annuity. In addition, he is an Accredited Investment Fiduciary – earning this highly specialized designation demonstrating expertise in investment fiduciary standards of care.

As a Certified Financial Planner practitioner, Bijan has been dedicated to helping his clients work toward their financial goals and adheres to the CFP Board's code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Bijan also advises human resource managers and key executives on defined benefit plans, 401(k) consultation, and deferred compensation and 412(e) plans. He is a member of the American Society of Pension Professionals & Actuaries and the Florida West Coast Employee Benefits Council.

Before joining Raymond James, Bijan was a financial advisor, retirement planning specialist and qualified plan specialist at AXA Advisors, LLC. He has a bachelor's degree in industrial engineering from University of Miami and a Master of Business Administration.

Maintaining a strong sense of community and family is very important to Bijan. He lives in Tampa with his wife, Sheila, and daughters, Sophia and Yasmine. In his free time, he enjoys playing tennis and spending time with his family. Bijan is fluent in Spanish and French.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.