Assaf M. Pinchas co-founded Allegiance Financial Group 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 has 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 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.
Learn more about Assaf here.