Imran Jaffer Email and Phone Number
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How to Structure Your Wealth in Today’s Environment !Helping Clients Structure, Preserve, Grow & Effectively Transfer their Wealth.Welcome, I’m Imran Jaffer, Chief Wealth Strategist, Founder and CEO of Total Wealth Solutions. I believe everyone has the right to enjoy financial freedom. We help our clients pursue that by offering long-term investment strategies managed by skilled advisors, tailored to individual needs. We help provide stability & opportunity for growth.Families face unique challenges as they prepare for financial freedom. Whether your goal is income for retirement, college savings, tax savings or estate strategies, our personalized service focuses on your needs, wants, financial goals & objectives. Your family's future is our concern! With over 20 years of experience in adding value to High Net Worth families, supported by an experienced team of professionals in financial services, we can help you address all your financial challenges by using a Total Wealth Management approach. We look forward to working with you through all stages of your life. Feel free to reach out for a complimentary second opinion. We are committed to developing a long term relationship based on Trust, Transparency and Accountability. Our independence allows us to not to be held “captive” by proprietary products and/or traditional investment strategies. As independent advisors, we sit on the same side of the table with our clients, virtually any company’s products and services and thus brings the best of the world to the table for our client’s needs, one stop, online access and one consolidated statement with the best at one place. This brings confidence to our clients. Our incentive is to keep our clients’ costs low while making their assets grow.Imran Jaffer is a LPL Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•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.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Total Wealth Solutions
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Chief Wealth Strategist- Founder, CeoTotal Wealth Solutions Jan 2003 - PresentFremont, California, UsImran 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 -
Certified Financial ManagerMerrill Lynch 1998 - 2003New York, Ny, Us
Imran Jaffer Skills
Imran Jaffer Education Details
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University Of California, BerkeleyFinance
Frequently Asked Questions about Imran Jaffer
What company does Imran Jaffer work for?
Imran Jaffer works for Total Wealth Solutions
What is Imran Jaffer's role at the current company?
Imran Jaffer's current role is "Experienced Advisor for over 20 years" Guiding Clients toward their Goals Capital Growth-Preservation-Income.
What is Imran Jaffer's email address?
Imran Jaffer's email address is im****@****lpl.com
What is Imran Jaffer's direct phone number?
Imran Jaffer's direct phone number is +172721*****
What schools did Imran Jaffer attend?
Imran Jaffer attended University Of California, Berkeley.
What skills is Imran Jaffer known for?
Imran Jaffer has skills like Product Management, Private Equity, Strategy, Retirement, Portfolio Management, Asset Managment, Investments, Real Estate, Strategic Financial Planning, Entrepreneurship, New Business Development, Iras.
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