Abrar Sait - Former Institutional Risk Strategist, HSBC N.A.

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Presentation Description

Abrar Sait possesses exceptional wealth management experiences and he is renowned for employing different soft and technical skills. Find out more about him at his official site http://abrarsait.com

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Presentation Transcript

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Abrar Sait Former Financial Consultant at JMG Financial Group, Ltd.

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Abrar Sait served as a wealth advisor at TCWealth Partner during 2016 – 2017. He knows how to grow things. Abrar Sait applies his attention and care to his clients as he helps them meet their financial goals. Abrar Sait’s financial knowledge runs deep. He is a master at rapport building.

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As a member of the Wealth Management Team, Abrar Sait provides comprehensive financial planning and integrated investment strategies to help his clients navigate life’s transitions, particularly with regard to pre and post retirement planning.

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Abrar Sait is responsible for capturing targeted niche market worth $1M to $5AUM with specialized equity, fixed income, real estate, hedge fund, and commodity funding.

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Abrar Sait is a Certified Financial Planner™ professional, member of the Financial Planning Association.

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Abrar Sait is passionate about entrepreneurship, loves to travel and, as a result of adopting a son from Morocco, is a volunteer at New Star Kafala , an adoption advocacy agency, and Human Development Foundation, an organization that works to empower communities in South East Asia through education and literacy.

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Abrar Sait passion for his post and assisting clients can be summarized through this passage:

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“Over my career, my wealth management experience working with individuals/families and closely held businesses, from a fiduciary viewpoint, has lent me to apply a CFO mindset – looking at both sides of the balance sheet in dealing with the many issues facing HNW clients. As such, I have implemented advanced planning-based solutions in investment portfolio management, private banking, and insurance disciplines.”

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THANKS FOR YOUR ATTENTION To know more about him visit his official site http://abrarsait.com

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