Albert A. Aizin
President and Founder of Advanced Planning Financial & Estate Services, is a native of Southern California who was seemingly much more destined to become a dentist than an investment advisor and wealth manager, but fate stepped in to change that in a most unexpected way.
Albert grew up in a middle-class home headed by parents who were both dentists, as were his grandfather and uncle. 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 attended by the children of some very affluent families. By the age of 10, Albert 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 solutions to couples, families, individuals, and businesses ever since.
Albert specializes in the principles of Value Investing. He has extensive experience working with high wage earning professionals including doctors, dentists, lawyers, engineers and other self-employed individuals. Albert uses his knowledge to help clients prepare for a successful and long-lasting retirement, and educates clients and heirs on how to pass assets efficiently from one generation to the next. He also specializes in working with retirees, constructing portfolios which emphasize Capital Preservation and Income.
Albert holds the following licenses: Series 6, Series 7, Series 63, Series 66, Variable Life & Health License. He lives in Coto De Caza, California, with his beautiful wife, Lilian and their son, Nicholas. Albert enjoys health and fitness, self-help/motivational books, entertaining friends, mountain-biking and wine tasting.
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 20 years. In 2001 Bob and Marilyn acquired 50% of a corrugated partition manufacturing company, Bar-A Enterprises, Inc. Marilyn played a supporting role with the accounting for Bar-A, which they sold in 2008.
Marilyn is very active with The Guilds of Segerstrom Center for the Arts. Offices she has held include treasurer, newsletter editor, and was past chairman 2003-2006. 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.
Marilyn also supports the following organizations through her financial contributions: Pacific Symphony, US Olympics, Special Olympics, Arthritis Foundation, Leukemia and Lymphoma Society, Multiple Sclerosis, Crones and Colitis Foundation, Children’s Wish Foundation, Caterina’s Club (at Anaheim White House for Boys & Girls Club of Anaheim) and USO.
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 registered with FSC Securities Corporation.
Lilian has been an integral member 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 registered with FSC Securities Corporation.