Advanced Planning Financial & Estate Services

One of the best investments I ever made was with Albert Aizin over 10 years ago. I have never received such excellent, efficient service and good results. If there were a six star rating, I would give him that. If everything functioned as well as Albert and staff, life would be a lot simpler. I only wish I would have know him years earlier. I would unhesitatingly recommend his services.

I’m getting to 40 and it’s time! Time to better understand if we’ve diversified our 401k –which we didn’t quite understand before meeting Albert Aizin. Thank you for helping us get a better understanding and educating us on how to invest well! Appreciate it!

I am a Trust and Estate Planning Attorney practicing in Southern California for decades. I’ve known many wealth managers and financial advisors over the course of my career and I can say that Albert Aizin ranks among the top. He is diligent, patient, methodical, ethical, knowledgeable and extremely careful with his clients. His first priority is demonstrably his clients’ best interests. The clients of mine that I’ve referred to Albert have all appreciated his quiet, responsible investment philosophy. He is a valuable resource.

I am an immigration attorney with Green Maple Law Group based in Irvine, and I am a client of Advanced Planning Financial & Estate Services. Mr. Albert Aizin is the Principal; he is a detailed financial adviser with thoughtful and analytic approach to my questions. I find his value investing (more conservative) approach particularly refreshing, because he not only takes the time to explain his reasoning, but he always pulls supporting evidence outside of the typical sources that one would expect a financial adviser to pull information from. This demonstrates Albert’s expertise and resourcefulness in dealing with a wide range of financial advising questions.
I especially appreciate Albert and his staff tirelessly reaching out to existing clients to know how we are doing financially, and how we can plan for a better tomorrow. Even if Albert cannot offer a particular product that would make sense for an investor, Albert would not hesitate to give referral or obtain resources to help the investor. Albert has pointed me to several outside resources. Much appreciated!
If you need to break the ice and talk about things other than finances, Albert speaks French and loves cars. Go to Albert!