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Smart Tax Moves for Wealthy Families in 2025
By Nino Pavan, J.D., CFP® As we enter the first half of 2025, affluent families must navigate a complex tax landscape—with evolving laws and potential
Serving you from CLAREMONT, CA
By Nino Pavan, J.D., CFP® As we enter the first half of 2025, affluent families must navigate a complex tax landscape—with evolving laws and potential
By Nino Pavan, J.D., CFP® The new year brings an opportunity for a fresh start—a chance to reflect on past financial missteps and chart a
By Nino Pavan, J.D., CFP® Financial advisor. Financial planner. Wealth manager. These titles are common in the world of financial and retirement planning, but they
By Nino Pavan, J.D., CFP® Many people mistakenly believe that the most successful investors are those who meticulously analyze trends to identify the ideal moments
By Nino Pavan, J.D., CFP® Women represent half of the population but are often treated as a niche within the industry of financial services. Today,
By Nino Pavan, J.D., CFP® Southern California Edison employs around 12,000 people across six continents. When it comes to retirement planning, some SoCal Edison workers
By Nino Pavan, J.D., CFP® Many provisions of the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire in 2025, which could lead
By Nino Pavan, J.D., CFP® How much do you need for a comfortable retirement? Experts often suggest you’ll spend 55-80% of your pre-retirement income each
By Nino Pavan, J.D., CFP® Emotions play a big part in our decisions, especially when it comes to finances. It’s common to react emotionally to
By Nino Pavan, J.D., CFP® As parents, nurturing your children both emotionally and financially ranks among your highest priorities. It’s natural to want to put
Vaughn Heydel is committed to helping clients remain confident and well-informed by cultivating long-lasting and meaningful relationships. Additionally, as part of the Financial Designs leadership team, Vaughn plays an integral part in providing valuable insights and analysis to both coworkers and clients.
Vaughn has passed the Series 6, 7 and 63 securities exams and holds his life and disability insurance licenses in California (California license No. 0G12844). He has a Bachelor of Science in Business Administration from Pepperdine University. Vaughn is also a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative.
Nino Pavan has been working in the financial services industry for more than 20 years and has helped hundreds of families navigate the retirement process. As president of Financial Designs, Nino oversees day-to-day business operations and uses his expertise in retirement planning to help his clients prepare for their future.
Nino has passed the Series 7, 24 and 63 securities exams and holds life and disability insurance licenses in the state of California (California license No. 0B24334). He is also a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative. He conducts retirement and estate planning workshops for employees of major California companies.
Nino has a Bachelor’s of Science in Telecommunications Management from DeVry Institute of Technology and a Law Degree from the University of Southern California.
