Abbas Danesh AWMA® MCEP® EA
Investment Advisor Representative
With over two decades of experience in tax preparation and financial services, Abbas Danesh helps to provide his clients with tax-saving strategies in all aspects of their financial, retirement, and estate planning. Since 2019, Abbas has served as Treasurer in the town of Waterford. He also writes a quarterly column on retirement planning for Niantic Neighbors magazine.
He is an Investment Advisor Representative of Sound Income Strategies, LLC, and a SEC Registered Investment Advisory Firm that specializes in more conservative, income-generating options for those in or near retirement.
Abbas is an Enrolled Agent, EA, the highest credential that the IRS awards. He also holds the following designations.
Accredited Wealth Management Advisor - AWMA® from College for Financial Planning.
Master Certified Estate Planner™ - MCEP® from the National Institute of Certified Estate Planners.
Some of Abbas’ areas of practice are:
*Create a tax-efficient retirement income withdrawal strategy. Help maximize Social Security, minimize Medicare surcharges, and generate extended portfolio longevity.
*Tax Strategies for High-Net-Worth clients.
*Estate Planning and helping clients capitalize on opportunities to preserve, grow and transfer their wealth.
He lives in the shoreline area with his wife of 37 years and three wonderful children.
Abbas’ co-published book, Create Your Own Pension, A practical game plan for income distribution, is available on Amazon.