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Accountant Attorney- Business Attorney- Estate Planning Attorney- Family Law Auto Repair Business Broker Chiropractor Closet Designer Contractor- General Direct Mail Advertising Equipment Leasing Financial Advisor Fitness Training Insurance- Life/Health/Disability Insurance- Property & Casualty IT Consultant Jewelry Mortgage Loans Nutritional Products Office Furniture Office Machines Photographer Promotional Marketing Real Estate, Commercial Real Estate, Residential Skin Care & Cosmetics Videography Website/Graphic Design	Niina Bagdasar, CFP Financial Advisor Niina Bagdasar, CFP 695 Town Center Drive, Suite 200 Costa Mesa CA 92626 (714) 437-7510 niina@pacbell.net About Niina Bagdasar, CFP With a knack for helping people and a keen knowledge of finance, Niina is ideally suited for the world of financial planning. Since 1988 when she moved to the United States from Finland, she has been involved in finance with one form or another, helping people identify and work toward the most important goals in their lives, whether those include a comfortable retirement, higher education, estate preservation or long-term wealth accumulation. Niina is a Certified Financial Planner (CFP) and she has M.S., Business Economics degree, specializing in personal, comprehensive financial planning for individuals, families and business owners. She goes beyond the basic planning by creating a unique Financial Roadmap for each client, helping to identify their values and goals and to define what each person wants to accomplish with his or her money. She then helps them progressively act on the plan to work toward the set life goals. Niina likes to consider each client’s individual style, economic conditions and changing life stages while utilizing her friendly, warm approach. Focusing on cultivating strong client-planner relationships, Niina helps her clients move from “short-term worriers into long-term thinkers”. As a long-time resident of Newport Beach, Niina is committed to her community. She is active in AYSO youth soccer league helping in referee work. She also volunteers as a track coach in high school level and gives private workshops to aspiring under-privileged athletes. She is active in the Society of Financial Service Professionals and the Financial Planning Association.
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