Financial Designs

Financial Designs Our team helps individuals and families pursue their goals with customized financial strategies.

Since 1981 Financial Designs has helped people retire securely with their retirement goals in mind. Servicing Southern California Edison employees and retirees since 1986, we specialize in making the retirement process a stress free process and one people can be confident in. At Financial Designs, we use a personalized approach that starts with building a solid understanding of your financial situ

ation, your goals and your personality as an investor. After all, the better we know you, the better we can help you meet your goals. To learn more about Financial Designs, please visit financialdesignscorp.com

In this article, I explore five practical ways to coordinate Social Security with your pension and other income sources,...
09/04/2026

In this article, I explore five practical ways to coordinate Social Security with your pension and other income sources, with examples that reflect real retirement decisions.

Learn how to coordinate Social Security with your other retirement income. Nino Pavan is a financial advisor at Financial Designs, based in Claremont, CA.

How much life insurance is enough? Learn what to consider when calculating coverage for your family and future expenses....
09/03/2026

How much life insurance is enough? Learn what to consider when calculating coverage for your family and future expenses. Link in the comments.

Learn what goes into calculating life insurance needs for financial planning. Nino Pavan is a financial advisor at Financial Designs in Claremont, CA.

Would you like a less taxing retirement and a seamless way to pass wealth to the next generation? Read our new article t...
09/02/2026

Would you like a less taxing retirement and a seamless way to pass wealth to the next generation? Read our new article to learn the benefits of Roth IRA conversions and how you can boost your retirement savings and legacy plan.

Nino Pavan is a financial advisor at Financial Designs, based in Claremont, CA. Discover how a Roth IRA conversion can help your retirement and legacy plan.

Transferring wealth involves more than assets. Thoughtful planning can help reduce taxes while preserving family values ...
08/31/2026

Transferring wealth involves more than assets. Thoughtful planning can help reduce taxes while preserving family values and your legacy.

Learn strategies for estate planning and other tools to transfer wealth to your heirs. Nino Pavan is a financial advisor at Financial Designs in Claremont, CA.

Is your portfolio correctly structured for your long-term goals, investment horizon, and appetite for risk? Financial De...
08/28/2026

Is your portfolio correctly structured for your long-term goals, investment horizon, and appetite for risk? Financial Designs is here to help you answer those questions.

Contact us for a no-risk consultation call today.

Portfolio risk can be insidious. Holding a diverse mix of stocks, bonds, and alternatives may seem adequate for managing risk, but it’s just one component.

Looking for more information? Keep up to date by subscribing to our monthly financial articles and quarterly newsletter....
08/26/2026

Looking for more information? Keep up to date by subscribing to our monthly financial articles and quarterly newsletter. With Financial Designs, you’ll never miss the latest updates.

Trusted Claremont, CA Financial Advisors: Retirement Planning & Investment Management. We offer a free review!

You can be a successful investor simply by relying on time in the market instead of timing the market. The longer you st...
08/24/2026

You can be a successful investor simply by relying on time in the market instead of timing the market. The longer you stay invested in a particular asset, the more likely you are to experience growth over the long term.

You don't need to outsmart the market to achieve investment success. Pavan is a financial advisor with Financial Designs in Claremont, CA.

Have you thought about the type of lifestyle you want to have in retirement? If you know you want to travel, play golf, ...
08/21/2026

Have you thought about the type of lifestyle you want to have in retirement?

If you know you want to travel, play golf, or spend time with your grandkids, you need to factor in what that looks like and how much it will cost.

The retirement savings target you must hit to retire comfortably. Nino Pavan is a financial advisor at Financial Designs in Claremont, CA.

Have a quick question about your financial plan? We're here to chat. Visit our website to schedule a conversation at you...
08/19/2026

Have a quick question about your financial plan? We're here to chat. Visit our website to schedule a conversation at your convenience.

Are you ready to pursue your financial goals and your ideal financial future? Take the first step by connecting with one of our knowledgeable and experienced financial advisors today.

Supporting adult children? Make sure it doesn’t come at the cost of your retirement. A few clear steps can help them gai...
08/17/2026

Supporting adult children? Make sure it doesn’t come at the cost of your retirement.

A few clear steps can help them gain financial independence while you secure your future. Reach out to Financial Designs to learn more!

Gain insights about financial support for your adult children. Nino Pavan is a financial advisor based in Claremont, CA.

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540 W. Baseline Road, Suite 10
Claremont, CA
91711

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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