Elizabeth Ann Saghi

Current Employers

Avalan, Llc

233 E Carillo Suite B, Santa Barbara, CA 93101 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2017-09-25

CA RA
APPROVED

Since 2017-09-25

Branch Locations

233 E Carillo Suite B, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Inalliance Financial Planning	Santa Barbara	CA	03/2015	Present
Abundant Wealth Partners, Llc	Santa Barbara	CA	08/2017	Present
Avalan, Llc	Santa Barbara	CA	09/2017	Present

03/2015 → Present

Inalliance Financial Planning

Santa Barbara, CA
08/2017 → Present

Abundant Wealth Partners, Llc

Santa Barbara, CA
09/2017 → Present

Avalan, Llc

Santa Barbara, CA

Previous Registrations

2016-01-06 → 2018-01-06

In Alliance Financial Planning

Santa Barbara, CA
2017-08-10 → 2017-10-16

Abundant Wealth Partners, Llc

Santa Barbara, CA

Other Businesses

InAlliance Financial Planning; Registered Investment Advisor; Investment Related; Santa Barbara, CA; President/Investment Advisor Representative; 03/2015; 75% of time spent on this business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-04-11
S63	Uniform Securities Agent State Law Examination	1997-03-11

S65 Uniform Investment Adviser Law Examination

1997-04-11
S63 Uniform Securities Agent State Law Examination

1997-03-11

Designations

View on SEC IAPD