Broker Check

Meet Our Team

Albert A. Aizin

President and Founder

949-474-8440

800-826-5440

[email protected]

Albert’s vision for Advanced Planning Financial & Estate Services has been to consistently help our Family of Clients accomplish more financially than they can singularly accomplish on their own. Developing strong and lasting relationships is Paramount to understanding our Clients and their aspirations.

Albert grew up in a middle-class home headed by parents who were both dentists, as were his grandfather, uncle and cousins. His parents were determined to give Albert and his brother, Adam, the best bilingual education available, so they sent them to a French private school in Los Angeles called Le Lycee Francais. By the age of 10, Albert was fluent in French and had become fascinated by the differing degrees of wealth represented among his schoolmates, some of whom lived in ordinary homes like he did, and others who lived in residences that resembled museums. Aizin decided then, that his quest in life was to learn what these families did differently to accumulate their wealth, and what they had in common. Today, the realization of that quest is embodied in Advanced Planning Financial & Estate Services, which he founded in 1999, providing wealth management and estate planning solutions to doctors, dentists, professionals, families, entrepreneurs, and high net worth individuals

Throughout the years Albert has established a powerful network of Financial and Estate Planning Professionals who can serve his clients from basic Trust Formation to more Advanced Estate Planning Strategies designed to Preserve Wealth for Future Generations.

For the past 20 years, Albert has been conducting Retirement Planning Workshops, lectures, and presentations. He is a Board Member of the Exit Planning Institute. The Exit Planning Institute was formed in 2005 to serve educational and resource needs of financial planners, wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors. The Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe.

In addition, Albert is a member of The Retirement Group www.theretirementgroup.com. TRG has been conducting Educational Financial Workshops for Employees and Executives at the following Fortune 500 companies:

AT&T, Altria, Ameren, Anheuser-Busch, AT&T, Bank of America, Boeing, Caterpillar, Chevron, Citigroup, Clorox, Coca-Cola, Colgate, ExxonMobil, GlaxoSmithKline, Home Depot, Honeywell, HP, Kimberly-Clark, Lockheed Martin, Merck, Northrop Grumman, Pepsi, Pfizer, PG&E, Phillip Morris, Qwest, Raytheon, Safeway, San Diego Gas & Electric, Scotts Miracle Gro, Sempra, Siemens, Sony, Southern California Edison, Toyota Motor Corporation, Tropicana, Verizon, Wisconsin Energy, and Verizon.

Albert lives in Coto De Caza, CA with his wife Lilian and their son Nicholas. When he is not at work, Albert enjoys going to the gym, playing tennis, and eating healthy.

Securities are offered through FSC Securities Corporation, Member FINRA/SPIC. Investment advisory services offered through The Retirement Group, LLC, a Registered Investment Advisor. FSC Securities Corporation is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. 

Lilian Aizin

Executive Assistant

949-474-8440

800-826-5440

Lilian has been an integral part of the Advanced Planning Financial Team since 2007. She is a proven leader, detail oriented, fluent in Portuguese, English, and proficient in general office duties. Lilian is dedicated to effectively managing our office and providing an exceptional client/advisor experience. Lilian was an Executive Assistant to Fortune 500 Company Siemens AG, prior to joining our firm. She brings a unique blend of strong business acumen as well as technical office skills to help our clients stay organized with their long-term goals.

Lilian is married to Albert Alan Aizin, and resides with their son Nicholas in Coto De Caza, CA. Lilian enjoys Pilates, tennis, and cooking. Lilian Aizin* is not securities licensed or registered with FSC Securities Corporation.

Marilyn McCorkle

Executive Assistant

949-474-8440

800-826-5440

Marilyn started her financial career with American First Credit Union in 1982. She worked in several departments and was the supervisor of Certificates of Deposit and IRA’s when she left in 1990. In 1990, she helped manage her late husband Bob’s CPA Practice and accounting firm in Anaheim for over 22 years.

Marilyn is very active with The Guilds of Segerstrom Center for the Arts. Offices she has held include treasurer, fundraising chairman, and is past chairman 2012-2014. Marilyn has received the following volunteer awards: 1997 Orange County Volunteer Bureau Award, 2000 Annie Accolade Award from the Women’s Division, Anaheim Chamber of Commerce; 2013 the Chairman’s Cup from Segerstrom Center for the Arts. In 2017, Marilyn received two awards including Cypress College Americana Anaheim Citizen of the Year, for her volunteer work in Anaheim and The Guilds Inspiration Award from The Guilds of Segerstrom Center. Bob and Marilyn were honored in 2008 by Assistance League of Anaheim.

Currently Marilyn is serving as Executive Assistant to Albert Alan Aizin with Advanced Planning Financial & Estate Services. Her role includes opening new accounts as well as servicing existing clients with a strong emphasis on providing exceptional service. Her 20 + years in the Accounting Field prove to be a valuable asset in helping her accomplish her work-related objectives.

 

She truly loves her extended family of friends she has made through volunteering as each of them touches her life and warms her heart. Marilyn McCorkle* is not securities licensed or registered with FSC Securities Corporation.