Assaf Pinchas, CFP®
Helping you achieve what matters most.
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Allegiance Financial Group Advisory Services, LLC
Assaf Pinchas, CFP®
Vienna, VA
Serving Clients Nationwide
Helping you achieve what matters most.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Assaf Pinchas, CFP®
Committed to helping our clients achieve what matters most to them, Assaf Pinchas asks many questions and listens carefully in order to gain a clear understanding of what is most important to them and why. Then, acting as their chief financial officer (CFO), he coordinates addressing whatever issues could stand in the way of reaching their goals.Assaf began his career in financial services in 1995, after earning his Bachelor of Science in Commerce, with a concentration in finance, from the McIntire School of Commerce at the University of Virginia. He and Shawn Williamson founded Allegiance Financial Group, LLC in 2001. Assaf holds the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Financial Planning Association.
Having spent his early years in his native Israel, Assaf appreciates opportunities to learn about the lives and perspectives of people he meets on his travels. He has been a basketball fan his entire life and loves playing whenever he can. A self-described music lover, foodie, and wine enthusiast, he enjoys live music and checking out the best places for food and drink, whether a well-known restaurant or a little hole-in- the-wall.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
374 Maple Avenue East Suite 204 Vienna, VA 22180
Additional Locations
📍 265 Racine Drive, Suite 204, Wilmington, NC 28403
📍 201 North Spence Avenue, Suite 407, Goldsboro, NC 27534
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to call us or complete the brief form to get in touch. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Allegiance Financial Group Advisory Services, LLC
At Allegiance Financial Group Advisory Services (AFGAS), our mission is to empower our clients in achieving what truly matters to them. We foster enduring relationships by prioritizing our clients' interests above all else.Through our holistic and consultative approach, we assist our clients in safeguarding and expanding their wealth, allowing them and their loved ones to focus on what matters most to them in life.
We believe that success lies in the lasting connections we build and the positive impact we make in the lives of our clients. By offering tailored solutions and unwavering support, we strive to be the trusted partner our clients can rely on for a lifetime, enabling them to pursue their dreams and create a meaningful legacy.
Our Services
▪️ Wealth Management
▪️ Financial Planning
▪️ Retirement Planning
▪️ Tax Planning
▪️ Business Planning
▪️ Estate Planning
Ready for the next step?
It's your life; you should live it the way you want. AFGAS believes that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.
With offices in Virginia and North Carolina, we work with clients across the U.S.
Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA/SIPC. Advisory services offered through appropriately registered Investment Adviser Representatives (“IARs”) of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000.
Investments in securities involve risk, including the potential loss of principal invested. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.
Education
University of Virginia, Bachelor of Science in Commerce, Finance
Hobbies and Interests
- Basketball
- Eating Out
- Family
- Music
- Traveling
- Wine
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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