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About Abbas A. Heydari, CFP®
My Mission: To provide individuals and families with a trusted and enduring advisory relationship that empowers them to achieve financial independence and enjoy a more fulfilling life. I am a CERTIFIED FINANCIAL PLANNER ™ practitioner and Registered Investment Advisor with the State of California Department of Corporations. I have been providing Financial Services in California since 1986. I hold a Bachelor’s Degree in Business, and have completed the CFP® Professional Education Program of College for Financial Planning in Denver, Colorado. I have been a Board Certified Financial Planner® Practitioner since July, 1992. I am a member in good standing of the Financial Planning Association (FPA) and of the National Association of Personal Financial Advisors (NAPFA). Specialties Financial Planning and Investment Advisory