This is our story, we look forward to hearing yours. At Financial Designs, our sole focus is YOU.
At Financial Designs, it’s our goal to do more for you than you expect. Since 1981, our mission has been to improve the quality of life of our clients by helping them achieve their personal and financial goals.
Nino Pavan and Vaughn Heydel, Certified Financial Planner™ professionals, are dedicated to meeting clients’ varying needs and strive to ensure that clients’ retirement goals are met. Advising Southern California families and individuals planning for retirement, Nino and Vaughn utilize their expertise in portfolio creation to help design investment allocations uniquely tailored to clients’ risk tolerance.
Named one of CNBC’s Top 100 Fee-Only Wealth Management Firms for 2014 and 2015, Financial Designs provides the following services:
• Retirement Income Strategies
• Wealth Accumulation
• Asset Protection
• Life Insurance
• Tax Minimization Strategies
• IRA and 401(k) Rollovers
• Charitable Giving
• Estate Planning
• Tax Planning
• IRA Legacy Planning
Nino Pavan has been working in the financial services industry for more than 20 years and has helped hundreds of families navigate through the retirement process. As president of Financial Designs, Nino oversees the day-to-day business operations while also using his expertise in Retirement Planning to help his clients prepare for their futures.
Nino is a Certified Financial Planner™ and Investment Advisor Representative. He holds his Series 7, 24 and 63 securities licenses and is licensed in life and disability insurance in the state of California, offering various insurance products with California license No. 0B24334. He conducts retirement and estate planning workshops for employees of major California companies.
An advocate for higher education, Nino earned his Bachelor of Science degree in telecommunications management from DeVry Institute of Technology and then went on to complete his law degree from the University of Southern California. During law school, Nino also completed continuing education units in law, financial planning and insurance. He entered the financial and estate planning services in 1994 and hasn’t looked back.
Vaughn Heydel entered the insurance and annuity industry after earning his Bachelor of Science degree in business administration from Pepperdine University. He has been with Financial Designs since 2007 and Vice President since 2013.
A Certified Financial Planner™ and Investment Advisor Representative, Vaughn holds his Series 6, 7 and 63 securities licenses and holds his life and disability insurance license in California, No. 0G12844.
By cultivating long-lasting and meaningful relationships with clients, Vaughn helps ensure they are well-informed about the process of their portfolios and financial plans. He is an integral part of the Financial Designs leadership team, providing valuable analysis and insight for the company’s Trend Allocation Strategy.
Maria has been working in the financial services industry since 1995 and has been a notary public since 1998. She joined Financial Designs in 1997. Her responsibilities include:
Gizatta has been employed in Customer Service and Office Administration since 1987. She joined Financial Designs in 2006. Her responsibilities include:
Greg has been with Financial Designs since 2010. His responsibilities include:
Adam started with Financial Designs in 2014 and is currently studying to become a Certified Financial Planner™. His responsibilities include:
Brandon started with Financial Designs in 2008 as a part-time Administrative Assistant. He has since become a full-time employee and is currently studying to become a Certified Financial Planner™. He obtained his bachelor's degree in business finance from Cal Poly Pomona. His responsibilities include:
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at (800) 823-0398 today!
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.
Enter your information below to request this Kit including three separate guides that address several retirement topics.