Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • AAMS® Accredited Asset Management Specialist℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Dhaka University, LL.M. (Masters of Law), Minor in Economics

Interests

I enjoy extensive world travel. One of my favorite places to visit is Malaysia & Greece.

As an avid reader, favorite topics include financial and world news.

Two of my favorite sports are soccer and cricket.

Community participation

My family is very involved in our faith community. We volunteer and support various community based groups or organizations that provide meals to the needy, food and clothing to families in need. Pearland Neighborhood Center-volunteer and support various programs.