Claremont, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Financial Designs Corporation
Team
Firm-wide stats for Financial Designs Corporation
About
Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals (including high net worth clients), trusts, estates, charitable organizations, and qualified retirement plan participants. The firm emphasizes retirement planning and offers both financial planning and asset allocation services tailored to each client’s circumstances.
FDC follows an active management approach using a mix of charting, technical, fundamental and cyclical analysis and may employ short‑term trading when suitable; accounts are monitored on an ongoing basis with formal reviews at least annually. The firm offers both discretionary and non‑discretionary relationships and gathers suitability information at onboarding to shape portfolio strategies and rebalancing decisions.
A distinguishing feature is that FDC is the portfolio manager and sponsor of its own Financial Designs Wrap Fee Program and provides portfolio management exclusively through that wrap program, with transactions executed through Charles Schwab — an arrangement less common among comparable team firms. The brochure also notes the firm’s long operating history and family ownership structure, while disclosing that some associated persons are licensed insurance agents who may receive commission compensation for insurance sales, a potential conflict addressed in its disclosures.
Based on Financial Designs Corporation
Expertise
Based on Financial Designs Corporation
Location
540 W. Baseline Rd, #10
Claremont CA 91711-5805
Advisors at this office
2
Advisors at this office
Nino P
CFP®, Series 63
Claremont, CA
Financial Designs Corporation
Nino Pavan is a CFP® with 17 years of industry experience and has been with Financial Designs Corporation since 1993. He is based in Las Vegas, NV, and holds a Series 63 license. Outside of his advisory role, he owns and operates a life insurance agency where he primarily sells single premium deferred and indexed annuities as part of client investment plans. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm emphasizes retirement planning and employs an active management approach with tailored asset allocation and ongoing account monitoring.
Brandon M
CFP®
Claremont, CA
Financial Designs Corporation
Brandon Morton is a CFP® professional with one year of industry experience, currently serving at Financial Designs Corporation in Claremont, CA. He has been with Financial Designs Corp. since 2008. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm follows an active management approach and offers tailored financial planning and asset allocation services, managing portfolios primarily through its own wrap fee program.
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