AB Financial

AB Financial is a financial planning firm based in Tysons Corner, Virginia. The firm is small, with fewer than 5 employees, but has generated over $0.5 million in revenue. AB Financial provides clients with a range of financial services, including financial planning, portfolio management, and investment evaluation. The firm's expertise extends to various financial aspects, such as insurance, investing, and taxes, as well as retirement planning, education funding, and maximizing employer benefits. AB Financial also offers assistance with evaluating new business opportunities and exploring alternative investment strategies like hedge funds and private equity. The firm's founder is a CERTIFIED FINANCIAL PLANNER (CFP) and an IRS Enrolled Agent (EA), bringing a high level of qualifications and experience to the practice. Their background includes nearly a decade of direct investing at a top-tier private equity firm and serving as the CFO of a successful venture-backed software company. For more information, please visit AB Financial's website at www.abfinancialplanning.com.