Abbas Danesh AWMA® MCEP®
Investment Advisor Representative
With over two decades of experience in tax preparation and financial services, Abbas Danesh helps to provide his clients with tax-savings strategies in all aspects of their financial, retirement and estate planning. He attended Central State University (formerly Central Connecticut State College) and graduated from Hall High School in West Hartford.
He is an Investment Advisor Representative of Sound Income Strategies, LLC, an 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 which 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 National Institute of Certified Estate Planners.
Certified Estate Planner® - Certified Estate Planner.
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 capitalizing on opportunities to preserve, grow and transfer their wealth.
Abbas also serves as Treasurer in town of Waterford.
He lives in the shoreline area with his wife of 35 years and three wonderful children.
Abbas’ co-published book, Create Your Own Pension, A practical game plan for income distribution, is available on Amazon.