With more than 25 years combined experience between tax preparation and financial services, Abbas Danesh provides his clients with tax-savings strategies in all aspects of their financial and retirement planning. He attended Central Connecticut State University (formerly Central Connecticut State College) and graduated from Hall High School in West Hartford.
Abbas’ concentration is in tax-efficient investment strategies and believes in the benefit of educating clients on financial defense and purpose-based investing. He is an Investment Advisor Representative of Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm that specializes in more conservative, income generating investments for those in or near retirement.
In his free time, Abbas enjoys reading and doing extensive research on both the history and current conditions of financial markets. Like his role model Warren Buffet, Abbas firmly believes that “to invest in the future, you must have a foot in the past.”
Abbas lives in the Shoreline area with his wife of 32 years and three wonderful children. His second book, Live It Up the Index Way, will be released in 2021 and details a common-sense approach to income distribution.