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T
8 meses antes

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 meses antes

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 meses antes

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 meses antes

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 meses antes

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 ano atrás

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 ano atrás

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 ano atrás

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 ano atrás

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 ano atrás

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 ano atrás

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.

Sobre Abbas a. heydari, cfp®

Abbas A. Heydari, CFP® - Oferecendo gerenciamento abrangente de patrimônio em Torrance, CA

Abbas A. Heydari, CFP® é uma renomada empresa de gestão de patrimônio que fez parceria com a EP Wealth para fornecer serviços abrangentes de planejamento financeiro a clientes na área metropolitana de Torrance, CA. Com mais de 20 anos de experiência no setor e uma equipe de profissionais altamente qualificados, Abbas A. Heydari, CFP® tem o compromisso de ajudar os clientes a atingir suas metas financeiras e garantir seu futuro.

Na Abbas A. Heydari, CFP®, entendemos que cada cliente tem necessidades e objetivos únicos quando se trata de administrar seu patrimônio. É por isso que oferecemos serviços de planejamento financeiro personalizados e adequados à situação e aos objetivos específicos de cada cliente.

Nossa equipe de especialistas inclui planejadores financeiros certificados (CFPs), consultores de investimentos, especialistas em impostos, advogados de planejamento imobiliário e profissionais de seguros que trabalham juntos para fornecer soluções holísticas para as necessidades financeiras de nossos clientes.

Acreditamos que uma gestão de patrimônio bem-sucedida requer uma abordagem abrangente que leve em consideração todos os aspectos das finanças de nossos clientes, incluindo investimentos, impostos, cobertura de seguro e planejamento patrimonial. Nosso objetivo não é apenas ajudar nossos clientes a aumentar seu patrimônio, mas também protegê-lo de riscos potenciais, como volatilidade do mercado ou eventos inesperados da vida.

Nossos serviços incluem:

1) Gestão de Investimentos: Oferecemos estratégias de investimento personalizadas projetadas para ajudar nossos clientes a atingir suas metas financeiras de longo prazo, minimizando os riscos.

2) Planejamento de Aposentadoria: Ajudamos nossos clientes a planejar a aposentadoria desenvolvendo estratégias personalizadas com base em fatores como idade, nível de renda e estilo de vida desejado.

3) Planejamento tributário: Nossos especialistas tributários trabalham em estreita colaboração com nossos consultores de investimento para desenvolver estratégias de investimento fiscalmente eficientes que minimizem o impacto dos impostos nas carteiras de nossos clientes.

4) Planejamento Sucessório: Auxiliamos nossos clientes na criação de um plano sucessório que garanta que seus ativos sejam distribuídos de acordo com seus desejos, minimizando impostos e outros custos associados ao inventário.

5) Planejamento de Seguros: Avaliamos as necessidades de seguros de nossos clientes e recomendamos a cobertura adequada para proteger seus bens e proporcionar segurança financeira para seus entes queridos.

Na Abbas A. Heydari, CFP®, estamos comprometidos em fornecer aos nossos clientes o mais alto nível de serviço e especialização. Acreditamos que, trabalhando de perto com nossos clientes, podemos ajudá-los a atingir suas metas financeiras e garantir seu futuro.

Se você estiver procurando por serviços abrangentes de gerenciamento de patrimônio na área metropolitana de Torrance, CA, entre em contato com Abbas A. Heydari, CFP® hoje mesmo para saber mais sobre como podemos ajudá-lo a atingir seus objetivos financeiros.

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Abbas a. heydari, cfp®

Abbas a. heydari, cfp®

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