Babak (Bobby) Kooros, CLU® is a dedicated financial advisor at Legacy Wealth Management, specializing in helping high-net-worth individuals achieve their financial goals. With expertise in tax mitigation strategies and risk management, Bobby offers his clients comprehensive planning to protect and grow their wealth.

Originally from Iran, Bobby excelled in math, physics, and science, competing with his high school robotics team and swimming competitively from the age of eight. At 15, he played water polo at the national level for Tehran's youth team. At 17, he immigrated to California, where he graduated from high school in San Diego with high honors and a 4.25 GPA. He earned an associate's degree in Mathematics and transferred to UC Berkeley to study Electrical Engineering and Computer Science (EECS). Later, he pivoted to pursue his dream of becoming an airline pilot, training in professional aeronautics at Miramar College.

Bobby’s introduction to financial services came at a pivotal moment in his life. Facing the high costs of flight training, he met key mentors, including Edward Malekan, who inspired him to explore the financial industry. Recognizing the potential to bring valuable knowledge to his community, Bobby shifted his career focus in 2015 and never looked back. He credits those early years with teaching him resilience, as he thrived in a field where many others quit.

In 2019, when Edward launched his own firm, Bobby joined him to start their operation in Newport Beach, focusing on retirement planning solutions. Bobby continued his education, earning his Real Estate License, health and accident licenses, Series 65 credentials, and the Chartered Life Underwriter® (CLU®) designation. He is currently pursuing his Chartered Financial Consultant (ChFC®) designation to deepen his expertise in tax mitigation and wealth strategies.

In 2022, Bobby joined Legacy Wealth Management (LWM) after discovering their alignment with his investment philosophy, emphasizing alternative and private market strategies. He felt confident transitioning from purely insurance-based products to a broader, holistic approach to financial planning, particularly given LWM's performance during market downturns.

Bobby resides in Irvine, California, and enjoys outdoor activities like hiking, swimming, paddle boarding, ping pong, and volleyball. He’s also a master at grilling koobideh kabob, a skill he proudly shares with family and friends. Passionate about educating his clients, Bobby looks forward to continuing to build meaningful relationships and helping clients achieve financial freedom through thoughtful planning.