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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon capitalAtlas +more
- Established Date
- 12-19-1984
- Office Locations
- 3
Office Locations
About Financial Designs Corporation
Financial Designs is a family-run, fee-only fiduciary RIA led by CFP professionals focused on retirees and pre-retirees. The firm delivers retirement-centric planning and investment management, integrating tax strategies, Social Security and retirement income planning, healthcare cost planning, and estate/legacy considerations into an ongoing “Retirement Blueprint.” A key niche is advising Southern California Edison and SoCalGas employees on complex benefits, pensions, and early-retirement packages.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREG ALAN MORTON
Chief Compliance Officer, Chief Financial Officer, Director, DIRECTOR OF FINANCE, Secretary
- CRD
- --
- Ownership
- Less than 5%
NINO GABRIEL PAVAN
Investment Advisor Representative, President
- CRD
- #2358609
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
VAUGHN GREGORY HEYDEL
Investment Advisor Representative
- CRD
- #5101142
BRANDON A MORTON
Financial Advisor
- CRD
- #5619974
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $371,178,548 | $365,693 |
| Non-Discretionary | $136,737,187 | $460,395 |
| Total | $507,915,735 | $387,131 |
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Separately Managed Accounts
Total SMA Asset: $507,915,735
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $685,171,430 | 12.0% |
| Cash | $2,221,097,387 | 38.9% |
| Equity - Exchange | $964,949,764 | 16.9% |
| Municipal Bonds | $816,495,955 | 14.3% |
| U.S. Government/Agency | $1,022,047,384 | 17.9% |
| Total | $5,709,761,920 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON ZENITH | UNISON HARBOR | BDYQ9SJ2Y | VUL | 9.95% | $46,770,463 |
| BEACON BRIDGE LEGACY | ATLAS HARBOR | UR1CB849F | PAO | 5.82% | $8,411,731 |
| MATRIX VECTOR | BEACON CAPITAL | 7QDGDB70S | HFU | 11.89% | $4,381,243 |
| MATRIX EAGLE ZENITH | SIGNAL OAK | LAZTTB80M | DYW | 7.64% | $24,131,236 |
| FUSION CAPITAL FRONTIER | PEAK UNISON | QX8VNGP5G | YSK | 5.38% | $39,380,311 |
| EMBER OAK | VALUE MERIDIAN | OZQF6ZXID | FRDB | 9.17% | $118,911,010 |
| TIMBER TIMBER | VALUE VALUE | ZI8I2MYAW | CFLWI | 3.32% | $78,550,471 |
| BEACON FRONTIER | QUANTUM FRONTIER | AENDEB0CO | ECR | 10.95% | $41,588,731 |