At the heart of my mission is prioritizing the beliefs and values of my clients. Personalized recommendations from an experienced financial advisor with whom you enjoy working with can be difficult to find. This is especially true when it comes to ethical or halal investing. The lack of financial solutions and options that align with socially conscious values or Islamic law is disappointing. That is why I decided to pursue Takaful Wealth Management.
When I work with clients, my goal is always to give them the confidence that comes from having a trusted advisor that is committed to working with them to pursue their dreams.
As a financial advisor, I believe it essential to invest my time to understand what you are working towards before you invest your money. I recognize the importance of looking beyond the numbers to a broader range of considerations to get a full understanding of the risks and opportunities a company faces. Working closely with you, your CPA, attorney, and other professionals I can help determine the most appropriate financial strategy for you and your family. Contact me to discuss your financial future.
My experience working as a qualified wealth manager and financial advisor extends to both in the country and internationally. After receiving my MBA in Finance from NIU, I continued my academic career by earning a Master of Science in Financial Planning from Boston University. I started my professional career in the banking industry as a wealth manager for seven years. This involved working in the United States and later in the Middle East with high net worth clients. Not long after, I began my career as a financial advisor for acclaimed companies. I have been an accomplished financial planner for the last decade, and have been with MassMutual for the last three years.