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Disclosure & Privacy Policy

We hope you enjoy the information and tools provided on this website. Actual financial planning and investment advice are best provided in person, in an established working relationship. All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Financial planning and investment advisory services are offered through Abbas A. Heydari an investment advisory firm registered with the State of California Department of Corporations.

The presence of this website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to buy or offer to sell investment advisory services or securities of any kind. This website is limited to the dissemination of general information about my service offerings, and provides an alternative method for prospective clients to learn more about Abbas A. Heydari, CFP®, and contact me. Advice may only be rendered after the delivery of Brochure (part 2A Form ADV), the execution of an investment advisory agreement by the client and the advisor, and the initial payment of the investment advisory fee by the client to the advisor.


Important  Notice Regarding our
Privacy Policy:

Abbas A. Heydari, CFP® is an independent financial planning firm, and is committed to safeguarding the confidential information of its clients. Abbas A. Heydari, CFP® is a California Registered Investment Advisor. I hold all personal information provided to my firm in the strictest confidence.  These records include all personal information that we collect from you in connection with any of the services provided by Abbas A. Heydari, CFP®.  I have never disclosed information to nonaffiliated third parties, except as permitted by law, and do not anticipate doing so in the future.  If I were to anticipate such a change in firm policy, I would be prohibited under the law from doing so without advising you first.  As you know, I use personal and financial information that you provide to me to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy.  My policy with respect to personal information about you is listed below.
  • I limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law.  (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that my firm can discuss your financial situation with your accountant or lawyer.)
  • I maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
  • The categories of non-public personal information that I collect from a client depend upon the scope of the client engagement.  It will include information about your personal finances, information about your health to the extent that it is needed for the planning process, information about transactions between you and third parties, and information from consumer reporting agencies.
  • For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, I also require strict confidentiality in my agreements with them and expect them to keep this information private.  Federal and state regulators also may review firm records as permitted under law. 
  • I do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
Personal identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws, and consistent with the CFP® Code of Ethics and Professional Responsibility.  After this required period of record retention, all such information will be destroyed.
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 Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Financial planning and investment advisory services are offered through Abbas A. Heydari an investment advisory firm registered with the State of California Department of Business Oversight. Advice may only be rendered after the delivery of  Firm Brochure( Part 2A of Form ADV), the execution of an investment advisory agreement by the client and the advisor, and the initial payment of the investment advisory fee by the client to the advisor. Abbas A. Heydari CFP® does not provide legal or taxation advice. 


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