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Disclosure Forms

This page contains a link to the Financial Designs Corporation’s disclosure forms.

Downloads

 Please click on the links below to view or download the forms.

FDC ADV 2A Brochure (2023)

Download Form (62kb)

FDC Wrap Fee Program (2023)

Download Form (112kb)

FDC ADV 2B Supplement (Advisor Representative Backgrounds) 2021

Download Form (2.2mb)

CRS (Client Relationship Summary)

Download Form (2.2mb)

FDC CyberSecurity & Privacy Program (Includes Privacy Notice) 2023

Download Form (560kb)

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Location

540 W. Baseline Road, #10
Claremont, CA 91711

Hours

M-F, 8:00-17:00

Client Support

Phone: 909.626.1642
Fax: 909.626.1529
Email: fdc@fdcadvisors.com

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered through Financial Designs Corporation, an SEC Registered Investment Advisor. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered through Financial Designs Corporation, an SEC Registered Investment Advisor. ...Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

© 2023 Financial Designs Corporation. Designed by Just Digital Inc.

Vaughn G. Heydel

Financial Advisor and Vice President

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 G. Pavan

Financial Advisor and President

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.

Nino is a contributing advisor to Kiplinger.