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Mini assaf pinchas   photo assaf  tie
Allegiance Financial Group
Vienna, VA

Assaf Pinchas

CFP®, FPA
Helping achieve what matters most.
Score:
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Meet Assaf

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The Greatest Gift - Assaf Pinchas
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Our Wealth Management Formula - Assaf Pinchas
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Our Client Approach - Assaf Pinchas
Video Transcripts

Assaf M. Pinchas co-founded Allegiance Financial Group, LLC in 2001 with the goal of helping his clients achieve what matters most to them. Using a comprehensive and consultative approach, Assaf positions himself as his clients’ personal CFO helping them to preserve and grow their wealth and make smart decisions about their finances. Collaborating with other professionals, Assaf helps his clients address issues such as estate planning, tax planning and risk…

Assaf M. Pinchas co-founded Allegiance Financial Group, LLC in 2001 with the goal of helping his clients achieve what matters most to them. Using a comprehensive and consultative approach, Assaf positions himself as his clients’ personal CFO helping them to preserve and grow their wealth and make smart decisions about their finances. Collaborating with other professionals, Assaf helps his clients address issues such as estate planning, tax planning and risk management in a well-coordinated fashion.

Assaf received a Bachelor of Science in Commerce with a concentration in Finance from the McIntire School of Commerce at the University of Virginia. Assaf holds the Certified Financial Planner™ certification and is a member of the Financial Planning Association®. Prior to founding Allegiance Financial Group, LLC, Assaf was a financial advisor at Fortis Investors. He has been practicing in the financial services industry since 1995.

Assaf is a wine enthusiast and enjoys playing basketball. He lives in Fairfax, Virginia with his wife and three children.

Languages Spoken
Hebrew

Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
LGBT Services
Socially Responsible Investing

Experience with

Small business owners
Legal professionals

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
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