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Advisors / Connecticut / Westbrook
27yrs

Abbas Danesh

Financial advisor at Sound Income Strategies

Based in Westbrook, Connecticut, Abbas Danesh is a fiduciary financial advisor with 27 years of industry experience. Abbas has been with Sound Income Strategies since 2018; before that, Abbas spent two years at Connecticut Investment Management and a year at Danesh Investments. Sound Income Strategies offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

One of 22 advisors with offices in Westbrook, and one of 22 fiduciaries.

Westbrook, CT 06498Top 20% by experience at Sound Income StrategiesFiduciary advisor

At a glance

Experience27 years (since 1999)
How that compares ?Top 20% by experience at Sound Income Strategies
Office1921 Boston Post Road Suite 8, Westbrook, CT 06498
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$168,290
Advisors at the firm121
States licensed ?1 state

Services through Sound Income Strategies

Financial planningInvestment management for individuals and small businessesManaging mutual fundsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2018 – now
  2. Jan 2008 – Dec 2009
    Connecticut Investment ManagementPreviously
  3. Oct 2006 – Dec 2007
    Danesh Investments, LLCPreviously
  4. 2003 – 2006
    Ameriprise Advisor Services, Inc.Previously

Questions to ask Abbas

Tailored to Abbas’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Abbas

How do I contact Abbas?

Call Sound Income Strategies at (954) 487-1860 and ask for Abbas Danesh. Abbas works from the Westbrook, CT office.

How long has Abbas been a financial advisor?

Abbas has been in the industry since 1999, about 27 years. Top 20% by experience at Sound Income Strategies.

What licenses does Abbas hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Abbas a fiduciary?

Abbas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Abbas paid?

Sound Income Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Abbas for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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