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Mid-Year Market Moves: What You Need to Know
By Nino Pavan, J.D., CFP® Our Q2 Market Update highlights a mix of economic growth alongside some ups and downs in the markets. Slower GDP
Serving you from CLAREMONT, CA
By Nino Pavan, J.D., CFP® Our Q2 Market Update highlights a mix of economic growth alongside some ups and downs in the markets. Slower GDP
By Nino Pavan, J.D., CFP® More women over 40 are investing in their financial future. A new study from Fidelity shows that seven out of
Portfolio risk can be insidious. Holding a diverse mix of stocks, bonds, and alternatives may seem adequate for managing risk, but it’s just one component.
People nearing retirement or those who have already retired have to ask themselves if they can handle facing a bear market with the negative impact it can have on their portfolios. Resoundingly, most investors approaching retirement answer that question with a no.
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.
