Heritage Financial, Ara Malazian, CFP

Specialties

We understand the importance in providing flawless Santa Ana, CA financial services. That is why Heritage Financial is the most trusted company in our field. We take pride in retaining loyal customers.

History

Established in 2005.

Founded by Ara Malazian, CFP® who began his career in the financial services with SunAmerica in 1995. Providing comprehensive financial planning services for individuals, small businesses and organizations ever since.

Meet the Business Owner

Ara M.

Business Owner

Ara is a Certified Financial Planner® Designee. Ara began his career in the financial services in 1995 with SunAmerica as a representative and eventually became one of the youngest Branch Managers in the firm. In addition to his Certified Financial Planner® designation Ara is also a licensed Life, Health & Disability Agent, licensed Covered California agent and Certified Residential Appraiser.