Financial Planning
Dalia Hayon
Independent Financial Planner
License #OC84470

Ms. Dalia Hayon is a top-notch financial advisor who goes out of her way to connect with clients, listens very well to help design the best plans for us to meet our short- and long-term goals, gives straight-forward and honest assessments and advice, is very personable, and immediately replies to questions and concerns (sometimes in less than a minute from our sending her a message!). We can't think of anyone being a better financial advisor than she is.

Prof. Robert Oprandy, Benerd School of Education, University of the Pacific, Stockton, CA
Dr. Patricia Tirone, DPT, Ed.D, Physical Therapist, Stockton, CA
You may meet Dalia as a business contact, but when you do business with her you will find that she is a best friend.  Dalia cares about you now and in your future.  Whatever she advises not only comes from her heart, but from her cutting edge knowledge about the best products and plans for you.  One of the best gifts I have given myself is the peace of mind that has come from working with Dalia.

Dorene Lehavi, Ph, Coach to business owners. Have happier lives and make more money.
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Dalia Hayon has been my financial adviser for close to twelve years.  With her extensive knowledge of the financial field she is able to give me the exact type of guidance I need; and the speed and accuracy with which she answers my questions continue to amaze me.  In addition, I appreciate her ever-present concern with and involvement in my financial well-being.
Laurette Carlson Boarman, Retiree, Los Angeles Unified School District
Dalia is an intelligent, energetic and well informed individual. She is a kind and caring person who can be trusted to do what is best for her clients. Her knowledge and competence are a source of invaluable advice for her clientele.

Rachelle Cohen Educator and Administrator
Refinancing a mortgage requires several exacting steps and Dalia helped us successfully navigate and complete them all. Throughout the process, Dalia’s attention to detail, responsiveness, and high energy instilled my husband and me with great confidence. Dalia’s knowledge and experience is perfected by a solid work ethic. For well over ten years, my husband and I have very much admired, appreciated, and benefited from Dalia’s consistent demonstration of impeccably high personal and professional standards.

J.E. Skoric, MLIS