We do wealth management for institutional and accredited investors; We also do Tax Planning and Tax Preparation for high income individuals and businesses including C Corp, S Corp, Partnership, Estate and Trust
About US - Our Mission is to provide complete financial services under one roof. Our goal is to make financial plans and its implementation simple for our clients by providing solutions.
About US - Our Mission is to provide complete financial services under one roof. Our goal is to make financial plans and its implementation simple for our clients by providing solutions.
Rashid Akhtar
Rashid Akhtar
Our Principal founder Rashid Akhtar holds FINRA series 7.
He has his Undergraduate degree from University of San Francisco, Ca and Graduate degree from University of Southern California, Los Angeles, Ca
In the past, Mr. Akhtar has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated as Financial Advisor. He has also worked as professional as well as in senior management capacity at companies like IBM, HP and Lexmark International.
Mr. Akhtar founded several companies in the past including a software and hardware services company in the silicon valley. He also owned a tax franchise managed by staff specifically hired to manage and run the franchised operation.