Chief Wealth Strategist- Founder, Ceo
CurrentImran Jaffer Profile: Experience Matters ! Over 20 years of Financial Planning and Investing Experience • Businesses, non-profit organizations, individuals and retirement plans have entrusted him with their assets for over 20 years. As one of the top ranking specialist at Merrill Lynch for many years, he decided to take charge to provide cost effective and unbiased expertise to benefit of his clients. As a most creative strategic planner, his main objective is to STRUCTURE, GROW, PROTECT and TRANSFER Wealth for his clients. He is an alumnus from the University of California in Berkeley and holds all the FINRA 7, 24, 63 & 65 registrations through LPL Financial. • Expectations: To him, People, relationships, knowledge, honesty and integrity make the difference. He strongly believes in having a long term relationship, growing with his clients at every stage of their financial cycle. He makes himself available to guide and educate them to make the right decisions. As we all know that knowledge is power and when used properly can make a big difference.• Accomplishments: He is proud to earn the respect of his clients by planning confidently for over 20 years. Clients have access to the resources and customized strategies provided in times of need. His practice has grown almost exclusively through referrals from accountants, attorneys, Real estate, Medical and Technology professionals, business owners and existing clients. His greatest satisfaction comes from knowing he has made a difference in his clients’ financial freedom and from long term relationship developed based upon Experience, Transparency and Accountability.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• For a list of states in which I am registered to do business, please visit www.OneTWS.com
