Our Firm
Our Firm Avaunt Financial Services, Inc. specializes
in developing financial solutions to assist clients in meeting
their personal and business financial goals. Working together
with our clients, we have helped create and implement financial
strategies to work towards shaping their future success. We
recognize that many financial services groups in our community
offer many of the actual products that we provide. What makes
us unique is our focus on delivering quality service and our
concern for our clients. By doing so, we recognize that we
are building long-term lasting relationships and our clients
interest comes first. We continually strive to exceed our
client's service expectations. We are not salespersons and
do not believe in pushing financial products. Our approach
is to sit down with our clients and work together as a team
in formulating a financial strategy. We listen to our client's
present and future financial needs, concerns, goals, and work
together to review options and develop flexible financial
strategies toward achieving desired goals. Once a plan is
implemented, our services do not come to a conclusion. We
are committed to meeting with our clients annually or more
often if required to review progress, discuss any life changes
that could affect the original plan, and review current goals
to determine if they still match what was last discussed.
We are confident that you will find our service approach to
be professional, educational, and very interactive. Our clients
commonly inform us that they are quite pleased with our strong
attitude of service, open communication, and personalized
concern. Meet Avaunt Financial Services, Inc. Danny
Fong is a Broker representing the Principal Life Insurance
Company and other fine carriers. Danny serves in the capacity
of Financial Representative for the firm. He enjoys working
together with clients in developing financial solutions to
assist them in achieving their financial dreams. Danny’s commitment
to integrity is one of many characteristics that have made
him an asset to his clients and the firm. He is dedicated
to providing quality service and demonstrates the utmost honesty
and respect in helping serve his clients. Danny, a graduate
of California State University,Sacramento, has a Bachelors
of Science Degree in Business Administration/Finance. In addition
to his business degree, Danny earned his series 7 and 66 licenses
in 2001 and is a Princor Registered Representative. In 2001
Danny earned his Life & Health license with the California
State Department of Insurance. Danny is a lifetime member
of the Golden Key Honor Society and Beta Gamma Sigma. Danny’s
outside interests include spending time with his family, exercising,
professional sports, camping, fishing, and movies. Perry
Ghilarducci is a Broker representing the Principal Life
Insurance Company and other fine carriers. Perry finished
his Bachelor of Science degree in Business Administration
in Accounting and Management Information Science in 1981 at
California State University, Sacramento. In 1985 he earned
his CPA* certification, and in 1996 completed a Master of
Science Degree in Taxation at Golden Gate University. In 2000
he earned his Life License as well as his Series 6, and 63
licenses. Perry Specializes in helping both individuals and
businesses set strategic goals, and create action plans to
help achieve those goals. In the CPA firm*, Avaunt LTD. CPA's
& Consultants, he manages a small business consulting
and income tax practice. His individual and business clients
come to him for succession planning, partner compensation
plans, as well as financial strategies. With his client's
needs in mind, Perry formed Avaunt Financial Services, Inc,
to offer a more diverse line of services. Avaunt Financial
delivers quality service through a team approach, bringing
together the CPA* and the Financial Professional. When away
from work, Perry enjoys family vacations and proudly watches
his kids' soccer games. Another important part of his life
is his family's dedication to their local church.
*Perry Ghilarducci
does not provide tax or accounting services on behalf of the
companies of the Principal Financial Group®."
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