Highrise Networks | Albert Aizin

Advanced Planning

Financial & Estate Services

25411 Cabot Road Suite 209

Laguna Hills, CA 92653

 

d. (949) 474-8440

aaizin@theretirementgroup.com

https://advancedplanningfinancial.com

HIGHRISE GROUP:

Irvine II

Albert Alan Aizin

Private Wealth Advisor

Founder & President 

 

Albert’s vision for Advanced Planning Financial & Estate Services has been to consistently help our Family of Clients accomplish more financially than they can singularly accomplish on their own. Developing strong and lasting relationships is Paramount to understanding our Clients and their aspirations.

Albert grew up in a middle-class home headed by parents who were both dentists, as were his grandfather, uncle and cousins. His parents were determined to give Albert and his brother, Adam, the best bilingual education available, so they sent them to a French private school in Los Angeles called Le Lycee Francais. By the age of 10, Albert was fluent in French and had become fascinated by the differing degrees of wealth represented among his schoolmates, some of whom lived in ordinary homes like he did, and others who lived in residences that resembled museums. Aizin decided then, that his quest in life was to learn what these families did differently to accumulate their wealth, and what they had in common. Today, the realization of that quest is embodied in Advanced Planning Financial & Estate Services, which he founded in 1999, providing wealth management and estate planning solutions to doctors, dentists, professionals, families, entrepreneurs, and high net worth individuals.

 

Throughout the years Albert has established a powerful network of Financial and Estate Planning Professionals who can serve his clients from basic Trust Formation to more Advanced Estate Planning Strategies designed to Preserve Wealth for Future Generations.

 

For the past 20 years, Albert has been conducting Retirement Planning Workshops, lectures, and presentations. He is a Board Member of the Exit Planning Institute. The Exit Planning Institute was formed in 2005 to serve educational and resource needs of financial planners, wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors. The Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe.

 

Albert is passionate about giving back to the community and is a proud member of The Association of Financial Educators. AFE is a nationwide 501(c)(3) non-profit, speaker’s bureau comprised of financial professionals in dozens of fields including: investing, estate planning, accounting, tax, real estate, law, and more. AFE members have a passion for education and have one common goal: empowering individuals and communities with the knowledge they need to take control of their own financial well-being.

 

In addition, Albert is a member of The Retirement Group www.theretirementgroup.com. TRG has been conducting Educational Financial Workshops for Employees and Executives at the following Fortune 500 companies:

AT&T, Altria, Ameren, Anheuser-Busch, AT&T, Bank of America, Boeing, Caterpillar, Chevron, Citigroup, Clorox, Coca-Cola, Colgate, ExxonMobil, GlaxoSmithKline, Home Depot, Honeywell, HP, Kimberly-Clark, Lockheed Martin, Merck, Northrop Grumman, Pepsi, Pfizer, PG&E, Phillip Morris, Qwest, Raytheon, Safeway, San Diego Gas & Electric, Scotts Miracle Gro, Sempra, Siemens, Sony, Southern California Edison, Toyota Motor Corporation, Tropicana, Verizon, Wisconsin Energy, and Verizon.

 

Albert lives in Coto De Caza, CA with his wife Lilian and their son Nicholas. When he is not at work, Albert enjoys going to the gym, playing tennis, eating healthy, learning about wine and writing about cars in Coto Living Magazine under the name “Coto Car Guy”.

 

Advanced Planning Financial & Estate Services

25411 Cabot Road Suite 209

Laguna Hills, CA 92653

PH (949) 474-8440

Email - aaizin@theretirementgroup.com

www.advancedplanningfinancial.com

 

Securities are offered through FSC Securities Corporation, Member FINRA/SPIC and Registered Investment Advisor. Investment advisory services offered through The Retirement Group, LLC, a Registered Investment Advisor not affiliated with FSC Securities Corporation. FSC Securities Corporation is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.

Highrise Networks, Inc.

800 S. Figueroa, Suite 925

Los Angeles, CA 90017

 

member.services@highrisenetworks.com

(213) 712-9080

 

HighriseNetworks.com