Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Orange > Nader Razavi, CFP®
Find the Certified Financial Planner™
Who's right for you.

Nader Razavi, CFP®

Union Bank

500 S Main St
1st Fl
Orange, CA 92868
Phone: (714) 565-5547
Fax: (714) 565-5550

Print Profile

View Map

Get Directions

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Banking
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.