Our Story

We understand hiring an advisory team is a significant and very personal decision. Get to know us a bit more by watching this video!

About Us

Promoting a positive and collaborative team culture is something we strongly believe in. Get a glimpse of our core principles and how our personal values may align with yours.

We believe your needs, values and personal beliefs are vital to how we plan for the future. It is our goal to continuously strive towards improvement and provide a high level of service to those who depend on us.

Learn about our approach to working with you and how we aim to develop a plan that is tailored to your unique situation.

Jeffrey celebrated his 60th birthday in January 2018 and the office surprised him with a “Happy Birthday” video montage with some of his old sportscasting footage.

Recent Vahanian Viewpoints Videos

Has A Bull Market Truly Begun?

As more and more conditions that could support an upward move in markets are emerging, we consider what to do next.

1st Quarter 2023 Newsletter

When the bad news could be good.

The Market Timing Lesson We Need

Our 2020 Market Timing History Lesson; Needed Now More Than Ever!

3rd Quarter 2022 Newsletter

Two Very Different Bear Market Investing Strategies.


ESG Investing

"G" in ESG Investing

Check out our fourth and final video of our ESG Investing Series: Jeffrey and Cameron discuss the “G” or Governance components of ESG Investing.

"S" in ESG Investing

Part Three of Our ESG Investing Series: Jeffrey and Cameron discuss the “S” or Social Factors to consider in ESG Investing.

The E in ESG investing: A look into environmental components. Part two of Jeffrey and Cameron’s discussion.

Jeffrey & Cameron discuss the history and evolution of ESG investing. Here is part one of our four-part video series where they dive into the intricacies and critical nature of ESG.

Cameron discusses the evolving sustainable investing industry – taking a close look at “ESG” factors and how such considerations seek to bring about positive change.

Our ESG Summary Video: Jeffrey and Cameron discuss foundational elements of ESG Investing and the many ways this genre of sustainable investing is growing.

Estate Planning

Beneficiary Designations are another crucial area of one’s estate planning. Check out what Vahanian Viewpoints has to say.

A critical element of one’s estate planning.


A look at the questions many investors are asking about election season and the current health pandemic.

We want to know what you would like us to talk about. Your suggestions are welcome! Find our contact information here.

Market & Economy

Bear Market Blues. What Should Investors Do Now?

Answer These Three Questions To Help You Navigate Current Markets.

What is likely the most important sign of where markets go over the coming year!

Investing In 2022. What Should We Do?

Markets High & Tensions Getting Higher. So What Do We Do Now?

Over the last few months, we have witnessed an acceleration of a profound transition from a society in shutdown mode to one that is rapidly rebounding.

Current investment conditions are far from perfect.
To stay on your game, here’s a few thoughts and a key question.

Investor Alert: Sector Rotation Is Upon Us!

A look at factors that have led markets lower and what they suggest for what may be coming next.

Check out our latest video where Jeffrey provides an end of year summary and 2021 outlook.

Two extremely different scenarios that could play out in the months ahead.

A look at the three day market downturn that started after a June 8th high and what to do next.

Here is a look at the understandable temptation of market timing along with a mind blowing example of how dangerous it can be.

Important Investment Perspective For The Second Half of 2020.

Jeffrey looks at one technical tool used to indicate levels of investor panic and how that might serve our own decision making.

Jeffrey helps make sense of how markets are priced on the short-term plus how different the pricing formula is long-term.

Jeffrey discusses the current coronavirus pandemic, our thoughts regarding investment approach and maintaining our poise.

Jeffrey and Cameron talk about subtle differences between weather vs. climate as it relates to financial markets and global economies.

Jeffrey and Cameron discuss how understanding market history can provide perspective and context for investor behavior and volatility.

Jeffrey discusses potential effects of inflation as well as ways to consider protecting your investments from a decrease in purchasing power.

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Vahanian is engaged, or continues to be engaged, to provide investment advisory services.

Please see Important Disclosure information.

The above video presentations by Vahanian & Associates Financial Planning Inc. (“Vahanian”) are intended for general information and educational purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Vahanian or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, including those recommended or implemented by Vahanian, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Vahanian is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Vahanian is engaged, or continues to be engaged, to provide investment advisory services.

While the content presented is believed to be factual and up to date as of the date of publication, it is based on information obtained from a variety of sources. Vahanian believes this information is reliable, however, it has not necessarily been independently verified. The content of this presentation should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of Vahanian as of the date of publication and are subject to change.

A copy of Vahanian‘s current Form ADV disclosure Brochure discussing our advisory services and fees is available upon request or at