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    About Our Firm

    This is our story, we look forward to hearing yours. At Financial Designs, our sole focus is YOU.

    Meet the Financial Designs Team

    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
    • Annuities
    • Life Insurance
    • Tax Minimization Strategies
    • IRA and 401(k) Rollovers
    • Charitable Giving
    • Estate Planning
    • Tax Planning
    • IRA Legacy Planning

    Financial Professionals

    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 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.

    Nino is a contributing advisor to Kiplinger Online.

    Vaughn G. Heydel
    Financial Advisor and Vice President

    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.


     

    Client Relations Team

    Maria G. Morton
    Senior Client Relations Associate

    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:

    • Assisting the advisors with the day-to-day operations of running the company
    • Handling client service issues
    • Following up on all account transactions
    • Responding to electronic correspondence
    • Serving as a Notary Public for the firm
     

     

    Gizatta D. Law
    Client Relations Associate

    Gizatta has been employed in Customer Service and Office Administration since 1987. She joined Financial Designs in 2006. Her responsibilities include:

    • Acting as the first point of contact for our clients
    • Responding to client inquiries
    • Preparing annual review documentation
    • Preparing and sending client correspondence
    • Assisting with the preparation of client portfolios
    • Handling equipment procurement and document management
     

     

    Operations Team

    Greg A. Morton
    CFO & Director of Compliance

    Greg has been with Financial Designs since 2010. His responsibilities include:

    • Controlling the day to day finances of the company
    • Organizing and maintaining all SEC compliance matters
    • Recordkeeping as required by all the financial industry regulators
     

     

     

    Adam J. Moody
    Director of Communications

    Adam started with Financial Designs in 2014. His responsibilities include:

    • Coordinating marketing campaigns
    • Overseeing the preparation of marketing materials
    • Establishing relationships with potential clients
     

     


    Renée A. Law-O'Donnell
    Event Coordinator
     

    Renée has been working as an Administrative Assistant since 2003. Her responsibilities include:

    • Assisting with sending out mass client mailings
    • Assisting Nino with client event planning
    She has obtained her Associates of Arts Degree in Visual Communications and is currently pursuing a Bachelors degree in Childhood Education.

     

    Brandon A. Morton
    Administrative Assistant

    Brandon has several years of experience working as an Administrative Assistant.  He obtained his associate's degree from Mt. San Antonio College and is currently pursuing his bachelor's degree.  His responsibilities include:

    • Maintaining clients' files
    • Assisting with the daily operations within various departments
    • Sending out mass mailings
    • Assisting with financial operations
     

     

     

    Strategies for Financial Independence

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at fdc@fdcadvisors.com or call us at 909-626-1642 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.



     

    Contact Us

    Phone: 909-626-1642
    Fax: 909-626-1529
    Email: fdc@fdcadvisors.com

    Our Location

    540 W Baseline Rd
    Suite 10
    Claremont, CA 91711

    Our Focus

    Retirement Income Planning
    Wealth Accumulation
    Annuities