Growing up, I supported the family businesses. I learned the dynamics of building a business and understood the importance of listening to those you serve. Eventually, I pursued a career in fine jewelry where I helped individuals celebrate their life moments by getting to know their story. Life moments sometimes play a role in prioritizing what's most important; with the birth of our first child, I saw an importance in preparing for the future. In that moment, I made the decision to help people navigate through many of life's stages: retirement strategies, homes sales, raising a family and leaving a legacy. I have been married to my wife, Nargis, for over nine years, and we welcomed our second child earlier this year. Watching Asiya and Yaseen grow up inspires me every day. We enjoy cooking, traveling and fishing together.
I received my Bachelor of Science degree from the University of Central Florida. Though I have visited over 30 states and five countries, none feel more like home than Arlington, Texas. I am honored to serve the residents of the community and am an active member of the Greater Arlington Chamber of Commerce.
Using an established process, I help my clients build personalized strategies to help them be prepared throughout life. People who benefit from my services are families, individuals approaching or living in retirement and business owners. Three items I strive to provide my clients are:
-Clear explanations of the solutions I recommend.
-Complete transparency with costs/fees.
-Prompt and responsive service.
It is never too early or late in life to gain control of your financial future. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Relationships are key, and in my view, meeting face to face builds strong relationships. We meet when it’s convenient for my clients because I recognize the challenging needs of their lives and businesses.
- Entrepreneurs & Business Owners
- Intergenerational Planning
- New Investors
- Socially Conscious Investing
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
Office Address1521 N Cooper St Suite 130
Arlington, TX 76011
Phone NumberJamil Ahmed at (817) 460-5311
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