Generation 2 Generation - connecting through financial planning

DALIA HAYON, Independent Financial Planner, providing comprehensive financial planning from “Generation 2 Generation” through careful and prudent financial design that meets each client’s needs and goals, with expert knowledge and skills in all facets of Life, Health & Long-Term Care Insurance, Retirement Investments, Educational Funds, Payroll Deduction Accounts, Pensions, Asset Protection & Transfer, as well as Budget Setting Skills.

Key accomplishments:
Dalia is a seasoned entrepreneur, with over 40 years of hands-on business experience, who grew businesses from start-up to millions in annual sales through effective business planning, creative sales techniques, and innovative marketing.

Dalia is recognized by clients and colleagues as consummate professional with a high degree of personal integrity, expert knowledge and a contagious passion for excellence, a talent for resourceful business solutions, and a capacity for motivational leadership.  She is one of the 2 founders of the “Women’s Professional Forum” where professional women can connect and promote their businesses, one of 2 founders of “Collaborative Business Teams” in Beverly Hills, exclusive professional networking group and on the board of JNET, the Jewish Networking Group.
Dalia is a public Speaker and her speaking engagements include: LA Mission College; Pierce College Encore Program; LA Unified; Moorpark unified; Leeza's Care Connection; Circle of Care Leeza’s Place; MAPS; SCOPE; Assisted League; Hair & Makeup Artists Networking; Fairwinds Assisted Living; North Valley Regional & West hills Chambers of Commerce; For you Network; Upside Thinking; Women’s Small Business Expo; Women’s Business Forum; California Physical Therapist Group, JNET, Out West Network (Realtor's Organization), to name a few.

She also sits on a number of panels with Elder Care and Estate Planning Attorneys, CPAs and Geriatric Care Managers.
Dalia Hayon,
Independent Financial Planner
Comprehensive
Financial Planning
Dalia Hayon
Independent Financial Planner
License #OC84470
818-640-9969

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22055 Gresham Street, West Hills, CA 91304
Tel: 818-640-9969 Fax: 888-977-3505
Dalia Hayon, Registered Representative.
Securities and Investment Advice offered through Capital Financial Services, Inc.,
Broker/Dealer Investment Advisor Member FINRA/SIPC
Check the background of this investment professional on FINRA's BrokerCheck