Babak (Bobby) Kooros, CLU®, ChFC® is a Financial Advisor at Legacy Wealth Management, helping successful individuals, families, and business owners preserve, grow, and transfer wealth through comprehensive financial planning. With expertise in tax mitigation, risk management, retirement planning, and estate planning coordination, Bobby develops customized strategies designed to align wealth with long-term goals and values.

After immigrating to California at age 17, Bobby pursued higher education in mathematics before transferring to the University of California, Berkeley to study Electrical Engineering and Computer Science (EECS). His analytical background continues to shape his approach to wealth management, bringing a structured, data-driven mindset to financial planning and long-term decision-making.

Since entering the financial services industry in 2015, Bobby has remained committed to helping clients make confident, informed financial decisions. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations, as well as his Series 65 registration and California real estate license.

In 2022, Bobby joined Legacy Wealth Management, drawn to the firm's disciplined investment philosophy and expertise in alternative investments and private market opportunities. He works closely with clients to integrate investment management, tax-efficient planning, and risk management into a cohesive long-term wealth strategy.

Based in Newport Beach, California, Bobby enjoys hiking, swimming, paddleboarding, volleyball, hot yoga, and traveling. He is passionate about financial education and committed to building lasting relationships with the individuals and families he serves.

Bobby believes true success is measured by the success of the families and individuals he serves.