Abbas Heydari (CFP®)

Abbas Heydari focuses in the
following client markets or areas of practice:

Baby Boomers

Hourly

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.

Additional Information

Abbas A. Heydari is a Consultant with EP Wealth Advisors. He earned his Certified Financial Planner designation in 1992 from the College for Financial Planning in Denver, Colorado. Abbas pursued a career in wealth management to help clients achieve financial independence and enjoy a more fulfilling life. His areas of service include comprehensive, fee-only financial planning and investment management to a limited number of qualified individuals. He is a member of the CFP Board and NAPFA, the National Association of Personal Financial Advisors, and holds a Bachelor's in Business from Tehran Business College. Abbas has been a resident of Palos Verdes since 1989. In his spare time, he enjoys reading about poetry, philosophy, and world affairs. Abbas and his wife enjoy travelling and spending time with their daughter, son-in-law, and two grandchildren in Northern California.