Babak (Bobby) Kooros, CLU®, ChFC® 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, he provides comprehensive planning to protect and grow his clients’ 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) before pivoting to pursue his dream of becoming an airline pilot, training in professional aeronautics at Miramar College.

Bobby was introduced to financial services at a pivotal moment in his life. Facing the high costs of flight training, he discovered the importance of financial planning and wealth management. Recognizing the opportunity to make a meaningful impact, he shifted his career focus in 2015 and never looked back. Those early years taught him resilience, and he thrived in a field where many others quit.

In 2019, Bobby partnered with his mentor to launch Eternity Financial Alliance, a financial services firm in Newport Beach focused on retirement planning solutions. He continued his education, obtaining his Real Estate License, Series 65 credentials, and the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations, deepening his expertise in tax-efficient wholistic wealth strategies.

In 2022, Bobby joined Legacy Wealth Management (LWM), drawn by their investment philosophy and expertise in alternative and private market strategies. Confident in their approach, he transitioned from purely insurance-based products to a holistic financial planning model, particularly appreciating LWM’s performance during market downturns.

Bobby resides in Irvine, California, and enjoys outdoor activities like hiking, swimming, paddleboarding, ping pong, volleyball, hot yoga, and traveling. He’s also a master at grilling koobideh kabob, a skill he proudly shares with family and friends! Passionate about financial education, Bobby is committed to building lasting relationships and empowering his clients to achieve financial freedom through thoughtful and strategic planning.