Assaf M. Pinchas,  CFP<sup>&reg;</sup> - Financial Advisor

Assaf M. Pinchas, CFP®

Allegiance Financial Group

374 Maple Ave E, Ste 204
Vienna, VA 22180
FINANCIAL ADVISOR'S WEBSITE
(703) 242-7900 CONNECT WITH Assaf
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General

Assaf Pinchas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allegiance Financial Group in Vienna, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: VA, MD, NC, NY, NJ, FL, TX
  • Health/disability insurance: VA, MD, NC, NY, NJ, FL, TX
  • Fixed annuities: VA, MD, NC, NY, NJ, FL, TX
  • Variable annuities: VA, MD, NC, NY, NJ, FL, TX

Broker-Dealer Affiliation

Summit Brokerage Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Retirement, Succession Planning, Sudden Wealth

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