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T
8 几个月前

I can't express how satisfied I am with the servic...

I can't express how satisfied I am with the services provided by Abbas A. Heydari, CFP®. His financial planning expertise and dedication to his clients are truly commendable. He helped me navigate through complex financial situations and provided me with a clear roadmap for success. His personalized approach and attention to detail sets him apart. Highly recommended! 👍

T
8 几个月前

I recently had the pleasure of working with Abbas ...

I recently had the pleasure of working with Abbas A. Heydari, CFP® and I must say it was a great experience. From start to finish, Abbas provided excellent financial planning advice and guidance. He took the time to understand my goals and developed a personalized plan tailored to my needs. I was impressed with his knowledge, professionalism, and attention to detail. Abbas is truly passionate about helping his clients achieve financial success. I highly recommend him!

J
9 几个月前

I recently had the pleasure of working with Abbas ...

I recently had the pleasure of working with Abbas A. Heydari, CFP® for my financial planning needs. He provided me with valuable advice and guidance, tailored to my specific goals. Abbas is a true professional who is passionate about helping his clients achieve financial success. I would definitely recommend his services to anyone in need of expert financial planning assistance.

S
9 几个月前

Abbas A. Heydari, CFP® is a highly knowledgeable a...

Abbas A. Heydari, CFP® is a highly knowledgeable and professional financial planner. His expertise and attention to detail are outstanding. Abbas genuinely cares about his clients and goes above and beyond to help them achieve their financial goals. I am extremely satisfied with his services and would recommend him to anyone seeking reliable financial planning assistance. 😊

M
10 几个月前

Working with Abbas A. Heydari, CFP® has been an ab...

Working with Abbas A. Heydari, CFP® has been an absolute pleasure. His financial planning knowledge and expertise is unmatched. Abbas goes above and beyond to ensure his clients' financial goals are met. He provided me with valuable advice and tailored strategies that have greatly benefited my financial situation. I would highly recommend Abbas to anyone seeking reliable and trustworthy financial planning services.

L
1年以前

I recently had the pleasure of working with Abbas ...

I recently had the pleasure of working with Abbas A. Heydari, CFP® and I must say it was a great experience. 🙂 From start to finish, Abbas provided excellent financial planning advice and guidance. His personalized approach and commitment to his clients' financial success are truly impressive. I highly recommend his services to anyone in need of expert financial planning!

C
1年以前

Working with Abbas A. Heydari, CFP® has been a gam...

Working with Abbas A. Heydari, CFP® has been a game-changer for my financial situation. His knowledge and expertise in financial planning are exceptional. Abbas truly understands the complexities of personal finance and provides tailored advice and strategies. I can't recommend him enough to anyone looking for a reliable and dedicated financial planner.

P
1年以前

I had a wonderful experience working with a financ...

I had a wonderful experience working with a financial planner recently. They provided me with valuable advice and guidance regarding my finances. It was refreshing to work with someone who truly cared about my financial well-being and didn't just treat me like another client. I highly recommend their services!

S
1年以前

Abbas A. Heydari, CFP® is a true financial plannin...

Abbas A. Heydari, CFP® is a true financial planning professional! 🙌 His expertise and guidance have been invaluable to me. He took the time to understand my financial goals and provided me with tailored strategies to achieve them. I am incredibly satisfied with Abbas's services and highly recommend him to anyone in need of financial planning assistance.

M
1年以前

Abbas A. Heydari, CFP® is an exceptional financial...

Abbas A. Heydari, CFP® is an exceptional financial planner. His expertise and dedication to his clients are truly admirable. He helped me navigate through complex financial situations and provided me with a clear roadmap for success. Abbas's attention to detail and personalized approach sets him apart from others in his field.

A
1年以前

Abbas A. Heydari, CFP® is an amazing financial pla...

Abbas A. Heydari, CFP® is an amazing financial planner. His expertise and guidance helped me make informed decisions about my finances. He is thorough, professional, and always had my best interests in mind. I feel confident in recommending him to anyone looking for trusted financial advice and planning.

关于Abbas a. heydari, cfp®

Abbas A. Heydari,CFP® - 在加利福尼亚州托伦斯提供全面的财富管理

Abbas A. Heydari, CFP® 是一家著名的财富管理公司,与 EP Wealth 合作,为加利福尼亚州大托伦斯地区的客户提供全面的财务规划服务。 Abbas A. Heydari, CFP® 拥有超过 20 年的行业经验和一支技术精湛的专业团队,致力于帮助客户实现财务目标并确保他们的未来。

在 Abbas A. Heydari, CFP®,我们了解每位客户在管理财富方面都有独特的需求和目标。这就是为什么我们提供针对每个客户的具体情况和目标量身定制的个性化财务规划服务。

我们的专家团队包括注册财务规划师 (CFP)、投资顾问、税务专家、遗产规划律师和保险专业人士,他们紧密合作,为客户的财务需求提供整体解决方案。

我们相信,成功的财富管理需要一种全面的方法,将客户财务的各个方面都考虑在内,包括投资、税收、保险范围和遗产规划。我们的目标不仅是帮助我们的客户增加财富,还保护其免受市场波动或意外生活事件等潜在风险的影响。

我们的服务包括:

1) 投资管理:我们提供量身定制的投资策略,旨在帮助我们的客户实现其长期财务目标,同时将风险降至最低。

2) 退休规划:我们根据年龄、收入水平和理想的生活方式等因素制定个性化策略,帮助客户规划退休。

3) 税务规划:我们的税务专家与我们的投资顾问密切合作,制定节税投资策略,最大限度地减少税收对我们客户投资组合的影响。

4) 遗产规划:我们协助客户制定遗产规划,确保他们的资产按照他们的意愿分配,同时最大限度地减少与遗嘱认证相关的税收和其他成本。

5) 保险规划:我们评估客户的保险需求并推荐合适的保险范围,以保护他们的资产并为他们所爱的人提供财务保障。

在 Abbas A. Heydari, CFP®,我们致力于为我们的客户提供最高水平的服务和专业知识。我们相信,通过与客户密切合作,我们可以帮助他们实现财务目标并保障他们的未来。

如果您正在加利福尼亚州大托伦斯地区寻找全面的财富管理服务,请立即联系 Abbas A. Heydari, CFP®,详细了解我们如何帮助您实现财务目标。

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Abbas a. heydari, cfp®

Abbas a. heydari, cfp®

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