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Najarian Financial
Najarian Financial is an independent RIA firm that provides financial advice based on sound investment ideologies. The firm offers access to alternative...
Overview
Najarian Financial is an independent RIA firm that provides financial advice based on sound investment ideologies. The firm offers access to alternative investments as well as insurance carriers for life insurance, long-term care, and estate planning, and tailors plans to clients' specific financial goals and situations.
General information
Firm type
RIA
Year founded
2004
Location
Region
North America
Country
United States
City
Braintree
Corporate office
Minneapolis, MN, United States
Principals
Michael K. Najarian
Frequently asked questions
Where does the wealth behind Najarian Financial come from?
The wealth originated from Jon and Pete Najarian's careers as professional options traders at the Chicago Board Options Exchange, including work at Citadel, and from co-founding optionsXpress — an online discount brokerage acquired by Charles Schwab in 2007 for approximately $1B.
What is the investment strategy of Najarian Financial?
The firm leverages deep options-trading expertise developed over decades at the CBOE. It deploys capital across public equities, options and derivatives, and private investments — a skill set rare among family offices, which more often rely on endowment-style balanced portfolios.
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