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RIA · CRD 290242State-Registered Investment Adviser

Updated:

Abboud Financial Planning

Adjust The Sails Of Your Financial Future | We have strived to help clients secure their financial futures through active management and comprehensive...

Overview

Adjust The Sails Of Your Financial Future | We have strived to help clients secure their financial futures through active management and comprehensive financial planning. Wealth management is not just about earning high rates of return. Wealth management is about managing the risks in all aspects of one’s financial life.

General information

Location

Region

North America

Country

United States

Principals

John Abboud

President

Frequently asked questions

What services does Abboud Financial Planning offer?

The firm provides personal financial planning, retirement planning, and investment management services to individuals and high-net-worth clients. Its focus is on building customized portfolios aligned with each client's long-term financial objectives. No institutional or fund management services are publicly advertised.

Does Abboud Financial Planning participate in fund commitments or direct deals?

No. The firm focuses on publicly traded securities and traditional asset allocation for individual client portfolios. There is no indication of participation in private equity, venture capital, or direct company investments.

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