Meet the Team

Financial Professionals

Ronald A. Bilecki, CFP®

President and Chief Executive Officer

Specializing in the following financial planning services:

Retirement planning
Investment planning
Estate planning
Insurance planning
Tax planning
Asset allocation
Continuous service & follow-up
Active Investment Management

Ron has been providing financial planning services for since 1981. As Chief Executive Officer, Ron oversees the daily operations of Financial Designs Corporation. He supervises all company activitiey and client transactions.

In addition to overseeing the daily operations of Financial Designs Corporation, Ron has conducted financial planning seminars for major California employers. Thousands of employees and retirees have attended Ron's financial planning seminars which have included topics such as Retirement Planning, Tax Planning, and Estate Planning, to name a few. Ron's personal commitment to his clients has helped shape the philosophy of the firm. Ron's qualifications are summarized below.

Certifications

CERTIFIED FINANCIAL PLANNER™ Certification
Certified Employee Benefits Instructor
Chartered Retirement Planning Counselor

Education and Experience

B.A. Degree, Chemistry, California State University at Los Angeles (1968)
Financial Planning services since 1982
Retirement Planning seminars conducted for major California employers since 1986

Professional Designation

Investment Advisor Respresentative

Products

Mutual Funds
Stocks and Bonds
Annuities
Life, health, and disability insurance

Method of Compensation

Fees
Commissions
Hourly rate

Nino G. Pavan, J.D, CFP®

Vice President & Chief Operations Officer

Specializing in the following financial planning services:

Retirement planning
Investment planning
Estate planning
Insurance planning
Tax planning
Asset allocation
Continuous service & follow-up
Active Investment Management

As Vice President and Chief Operations Officer of Financial Designs Corporation, Nino is involved in the daily operations of Financial Designs Corporation.

This includes overseeing the staff, regular consultations with all clients, personal review of all client portfolios, continuous monitoring of client investments, and reallocation of portfolios consistent with the client's risk tolerance.

Nino draws upon his years of experience in financial and estate planning to conduct financial planning seminars to employess of major California companies. He has been involved in the financial planning business since 1993.

In addition, Nino is licensed in Life and Disability Insurance offering various insurance products. A summary of Nino's qualifications is provided below.

Certifications

CERTIFIED FINANCIAL PLANNERTM Certification
CERTIFIED RETIREMENT FINANCIAL ADVISOR™

Education and Experience

B.S. Degree, Telecommunications Mgmt. Devry Institute of Technology (1990)
Law Degree (Juris Doctor), University of Southern California (1994)
Continuing education units completed yearly in: Law, Financial Planning and Insurance
Financial and Estate Planning services since 1994

Professional Designation

Investment Advisor Representative

Products

Mutual Funds
Stocks and Bonds
Annuities
Life, health, and disability insurance

Method of Compensation

Fees
Commissions
Hourly rate

Vaughn G. Heydel, CFP®

Client Relations Manager

Specializing in the following financial planning services:

Retirement planning
Investment planning
Estate planning
Insurance planning
Tax planning
Asset allocation
Continuous service & follow-up
Active Investment Management

As Client Relations Manager of Financial Designs Corporation, Vaughn is involved in the daily contact with our clients.

Vaughn uses his years of business relations management experience to schedule annual reviews, make public relations calls, and meet with clients to review their investment portfolios. He has been involved in business management since 2003.

In addition, Vaughn assists Nino with the day to day operations of the firm. An major component of the operations is the administration of the client investment database which he manages.

Vaughn is licensed in Life and Disability Insurance offering various insurance products. A summary of Vaughn's qualifications is provided below.

Certifications

CERTIFIED FINANCIAL PLANNER^TM Certification

Education and Experience

B.A. Degree, Business Administration Pepperdine University
Financial Planning and Insurance

Professional Designation

Investment Advisor Representative

Products

Mutual Funds
Stocks and Bonds
Annuities
Life, health, and disability insurance

Method of Compensation

Hourly Rate

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Staff

Greg A. Morton

Director of Compliance and Finance

Greg has worked within the affordable housing industry as the finance director of a property management company from 1995 to February of 2010. He also worked in the construction industry as a corporate officer of a large building materials distributor for 17 years. He has been with financial designs since 2010. His responsibilities include:

Controlling the day to day finances of the company
Organizing and maintaining the compliance
Recordkeeping as required by all the financial industry regulators

Maria G. Morton

Operations Supervisor

Maria has been working in the financial services industry since 1995 and has been a notary public since 1998. Her responsibilities include:

Assisting the advisors with the day-to-day operations of running the company
Handling client service issues
Following up on all account transactions
Responding to electronic correspondence
Serving as a Notary Public for the firm

Gizatta D. Law

Executive Assistant

Gizatta has been employed in Customer Service and Office Administration since 1987. Her responsibilities include:

Acting as the first point of contact for our clients
Answering the phones
Responding to client inquiries
Preparing annual review documentation
Preparing and sending client correspondence
Assisting with the preparation of client portfolios
Handling equipment procurement and document management

Joey Gonzales

Marketing

Since 1999 Joey has worked in the financial industry including employment as an insurance agent for New York Life. His responsibilities include:

Marketing endeavors
Prospecting for new clients
Preparing mass marketing mailings
Overseeing preparation of marketing materials

He is a licensed insurance agent and has obtained his Associate of Arts degree from Glendale Community College.

Renée A. Law-O'Donnell

Administrative Assistant

Renée has working as an Administrative Assistant since 2003. Her responsibilities include:

Assisting with sending out mass client mailings
Assisting Nino with client event planning

She has obtained her Associates of Arts Degree in Visual Communications and is currently pursuing a Bachelors degree in Childhood Education.

Brandon A. Morton

Marketing Assistant

Brandon has a few years of experience working as an Administrative Assistant. His responsibilities include:

Assisting Joey in the marketing department
Updating prospect files
Maintaining contact information
Sending out mass prospect mailings

Currently Brandon is attending Mt. San Antonio College pursuing his Associates Degree and he hopes to transfer to Cal Poly to obtain a Bachelor's in Psychology.

Meet the Team

Financial Professionals

Ronald A. Bilecki, CFP®

Certifications

Education and Experience

Professional Designation

Products

Method of Compensation

Nino G. Pavan, J.D, CFP®

Certifications

Education and Experience

Professional Designation

Products

Method of Compensation

Vaughn G. Heydel, CFP®

Certifications

Education and Experience

Professional Designation

Products

Method of Compensation

Staff

Greg A. Morton

Maria G. Morton

Gizatta D. Law

Joey Gonzales

Renée A. Law-O'Donnell

Brandon A. Morton

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