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
- Baby Boomers
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I provide two primary financial advisory services: 1) Financial Planning, and 2) Investment Management Services. Some clients may use my service for the sole purpose of financial planning; others may choose to engage me for investment management services only, although I believe clients who use both are best served.
Additional Information
My name is Abbas A. Heydari, I am a CERTIFIED FINANCIAL PLANNER ™ practitioner and Registered Investment Advisor with the State of California Department of Business Oversight. I have been providing Financial Services in California since 1986.
NAPFA Start Date
December 02, 2005