"We help clients secure their quality of life - for a lifetime."

For more than three decades, Financial Designs has been blessed with the opportunity to help over 1,000 clients prepare for and enjoy secure retirements. Drawing on our experience and expertise, we deliver detailed plans and guidance designed to ensure that the retirement you envision ends up being the retirement you live. Whether you are an employee who needs help managing your 401k, an individual preparing for retirement, or a retiree wanting to secure a stream of income for a lifetime, we encourage you to browse through our website to learn more about our firm and the services we provide.  A good place to start is “Why FDC?".

If you have any questions or would like to schedule a complimentary consultation, please contact us at (909) 626-1642 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it . We look forward to hearing from you!


The Financial Designs Team







This website is a publication of Financial Designs Corporation. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Financial Designs Corporation is not engaged in the practice of law or accounting.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented. 

SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.


Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated adviser also does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be viewed as an endorsement of the adviser by any client and do not represent any specific client’s evaluation. Generally, ratings, rankings and recognition are based on information provided by the adviser. Please contact the adviser for more information regarding how these rankings and ratings were formulated.

Ranked Top 100 by CNBC

2015 top 100
2 Years in a row!
Click on link to read: CNBC report
*See disclosure below

Now Showing

Contact Information

Financial Designs Corporation
540 W. Baseline Road #10 
Claremont, CA 91711 
Phone: (909) 626-1642

e-mail: fdc@fdcadvisors.com

Map & Directions

Let's get acquainted!

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us