Ehab A. Selim, Cfp®

Ehab A. Selim, Cfp® Email and Phone Number

Managing Partner - Investology Wealth Management @
Ehab A. Selim, Cfp®'s Location
Reston, Virginia, United States, United States
About Ehab A. Selim, Cfp®

I've been in the financial services industry for more than 24 years. I have extensive experience working with business owners and professionals designing and implementing retirement plans (qualifed & nonqualifed), building customized investment portfolios, providing health, life, disability, long term care insurance benefits & ensuring there is a prudent succession plan in place. In addition, I work with families/professionals in developing & implementing retirement, investment, & estate plans designed to help preserve assets, accumulate wealth, and provide legacy opportunities.Specialties: Working with business owners, medical/dental professionals, and affluent families in retirement, investment, tax/estate, and business owner planning.Qualifications: I'm a CERTIFIED FINANCIAL PLANNER(TM) Professional. I also hold my life/health insurance licenses. Highlights:Selected to take part in financial clinics on Capitol Hill educating and assisting staffers and House of Representatives with their overall finances. Listed as a Five Star Wealth Manager in the Washington Post Magazine for 2015 & 2016.Expert panel speaker at the 2017 and 2018 Dental Business & Legal Symposium at the MGM Grand National Harbor addressing dental professionals from all around the country.Expert panel speaker at the 2019 Patriot Dental Conference at Gillette Stadium in Boston.Contact Information: (703) 429-1975

Ehab A. Selim, Cfp®'s Current Company Details
Investology Wealth Management

Investology Wealth Management

Managing Partner - Investology Wealth Management
Ehab A. Selim, Cfp® Work Experience Details
  • Investology Wealth Management
    Managing Partner
    Investology Wealth Management Jul 2017 - Present
    Washington D.C. Metro Area
    Offering objective advice to help preserve and/or build wealth over a period of time through the use of various financial planning strategies, products, & services. Building a plan with clients to help reach their short & long term goals in the areas of retirement, investment, insurance, tax reduction, & estate. Also spending extensive time with clients to ensure they are educated on the basics & comfortable with their overall financial strategy.
  • Lincoln Financial Network
    Private Wealth Advisor
    Lincoln Financial Network May 2014 - Jul 2017
    Washington D.C. Metro Area
    View
  • New England Financial
    Certified Financial Planner/Financial Advisor
    New England Financial Feb 2009 - Apr 2014
    Bethesda, Md
  • Wachovia Securities Financial Network
    Senior Financial Advisor
    Wachovia Securities Financial Network Apr 2007 - Jan 2009
    Sparks, Md
    View

Ehab A. Selim, Cfp® Skills

Retirement Planning Investments Strategic Financial Planning Retirement Wealth Financial Planning Insurance Asset Allocation Financial Services Disability Insurance Estate Planning Finance Small Business Term Life Insurance Mutual Funds Long Term Care Insurance

Ehab A. Selim, Cfp® Education Details

Frequently Asked Questions about Ehab A. Selim, Cfp®

What company does Ehab A. Selim, Cfp® work for?

Ehab A. Selim, Cfp® works for Investology Wealth Management

What is Ehab A. Selim, Cfp®'s role at the current company?

Ehab A. Selim, Cfp®'s current role is Managing Partner - Investology Wealth Management.

What schools did Ehab A. Selim, Cfp® attend?

Ehab A. Selim, Cfp® attended Towson University.

What are some of Ehab A. Selim, Cfp®'s interests?

Ehab A. Selim, Cfp® has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Human Rights, Health.

What skills is Ehab A. Selim, Cfp® known for?

Ehab A. Selim, Cfp® has skills like Retirement Planning, Investments, Strategic Financial Planning, Retirement, Wealth, Financial Planning, Insurance, Asset Allocation, Financial Services, Disability Insurance, Estate Planning, Finance.

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