About
Longtime San Gabriel Valley resident Ron Bilecki founded Financial Designs Corporation in 1981, with a mission that at the time was almost unheard of: providing holistic financial planning and advice.
Up until then, most financial firms had focused on "selling" clients individual products like stocks or life insurance. Ron saw a better way - and the approach he helped to pioneer continues to guide us three decades later.
At Financial Designs, we refuse to push any investment or insurance product on our clients. Instead, we study their overall financial situations in depth. We learn about their life goals in detail. And then we design customized financial plans to help ensure that those goals become realities.
Holistic financial planning is just one way Financial Designs Corporation continues to put our clients' interests first and foremost. We invite you to read more about us and get in touch to learn how our focus on clients' success continues to set us apart.