Committed to helping our clients achieve what matters most to them, Assaf asks many questions and listens carefully in order to gain a clear understanding of what is most important to them and why. Then, acting as their chief financial officer (CFO), he coordinates addressing whatever issues could stand in the way of reaching their goals.
Assaf began his career in financial services in 1995, after earning his Bachelor of Science in Commerce, with a concentration in finance, from the McIntire School of Commerce at the University of Virginia. He and Shawn Williamson founded Allegiance Financial Group, LLC in 2001. Assaf holds the CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Financial Planning Association.
Having spent his early years in his native Israel, Assaf appreciates opportunities to learn about the lives and perspectives of people he meets on his travels. He has been a basketball fan his entire life and loves playing whenever he can. A self-described music lover, foodie, and wine enthusiast, he enjoys live music and checking out the best places for food and drink, whether a well-known restaurant or a little hole-in- the-wall.
Education and Certifications
- B.S., Commerce, Finance Concentration, University of Virginia
- CERTIFIED FINANCIAL PLANNER™ Certification, Certified Financial Planner Board of Standards Inc.
- Series 6, 7, 63, 65, and Life and Health Insurance Licenses