Kashif A. Ahmed, Cfp®

Kashif A. Ahmed, Cfp® Email and Phone Number

President at American Private Wealth, LLC ® @ LPL Financial
Kashif A. Ahmed, Cfp®'s Location
Bedford, Massachusetts, United States, United States
Kashif A. Ahmed, Cfp®'s Contact Details

Kashif A. Ahmed, Cfp® work email

Kashif A. Ahmed, Cfp® personal email

n/a

Kashif A. Ahmed, Cfp® phone numbers

About Kashif A. Ahmed, Cfp®

Kashif A. Ahmed, MBA, MSF, PGDMS, CFP® CERTIFIED FINANCIAL PLANNER™ is the founder and President of American Private Wealth, LLC ®. Born in Pakistan, he spent his formative years in Kuwait in a thoroughly multi-cultural environment, before escaping the brutal Iraqi occupation. He is truly a citizen of the world, having traveled to dozens of countries in his life. A highly sophisticated individual, Kash also comes from a robust background in business and finance. His career has spanned over three decades and has taken him all over the world consulting with top multinational corporations like Royal Dutch Shell, Chase Manhattan Bank, Citibank Global Relationship Banking, Fleet Bank, John Hancock Life Insurance Company, Iron Mountain, as well as, organizations like The World Bank and the Government of Uzbekistan. Standing out among his many achievements, was pioneering the design and development of a fully automated, web-based, multi-currency supply chain risk management systemPrior to founding American Private Wealth, LLC ®, Kash enjoyed a very successful career as a Financial Advisor affiliated with a Wall Street-based financial services firm. His greatest recognition was the gratitude of the families and businesses he had helped by presiding over their financial affairs with honesty and integrity. It is because of that they have remained with Kash and continue to have him oversee their financial affairs.When his schedule permits, Kash teaches as a Professor of Finance & Investments at the graduate level, both in the United States and overseas. He has “given back knowledge” since 1999 as a professor. Volunteer work with various non-profits in the U.S. & overseas has also always been a big part of Kash’s life, and he continues to contribute to several community-based initiatives.

Kashif A. Ahmed, Cfp®'s Current Company Details
LPL Financial

Lpl Financial

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President at American Private Wealth, LLC ®
Kashif A. Ahmed, Cfp® Work Experience Details
  • American Private Wealth, Llc ®
    President
    American Private Wealth, Llc ® Feb 2011 - Present
    Securities & Advisory services offered through LPL Financial A Registered Investment Advisor. Member FINRA/SIPCFor hyperlinks to FINRA and SIPC, please refer to Contact and Personal Info section above.For a list of states in which I am registered to conduct securities business, please visit my website www.AmericanPrivateWealth.comThird 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 and completeness.
  • Lpl Financial
    Member Of Advisor Council
    Lpl Financial Jan 2020 - Present
    San Diego, Ca, Us
    * One of 24 members selected from among more than 19,000 LPL advisors nationwide to serve as a sounding board for LPL.* Advise: Help assess specific areas of LPL services, communications, programs and technology and make suggestions and recommendations designed to improve each area,* Assist: Discuss emerging industry and market trends with LPL leadership and help identify potential action in response.* Advocate: Represent all LPL institutions, businesses and advisors by making recommendations that support peers and improve the wealth management industry as a whole.
  • Federal Bureau Of Investigation (Fbi)
    Ambassador
    Federal Bureau Of Investigation (Fbi) Mar 2023 - Present
    Washington, Dc, Us
    * Graduates of the FBI Citizens Academy support the FBI as ambassadors through advocacy, education on Law Enforcement issues, and support the FBI Mission.
  • Suffolk University
    Adjunct Professor Of Finance
    Suffolk University Sep 1998 - Present
    Boston, Ma, Us
    Teach specialized Finance, Investments, Economics and Wealth Management courses at the graduate level here and overseas.
  • Bentley University
    Adjunct Professor Of Finance
    Bentley University Sep 2021 - Present
    Waltham, Massachusetts, Us
    Teach specialized Finance, Investments, Economics and Wealth Management courses at the graduate level.
  • Anti-Defamation League
    Planning Committee
    Anti-Defamation League Mar 2007 - Present
    New York, Ny, Us
    * Help plan the annual "A Nation of Immigrants" Community Seder, a gathering of over 500 people* Planning Committee members include the Mayor of Boston, Cardinal Sean O'Malley, City of Boston Councilors, Mayors from Massachusetts towns & cities, state reps, senators and religious leaders from across all faiths, along with leaders representing a broad specturm of community and non-profit organizations.* The Annual Seder is one of the signature events on the Boston events calendar.
  • Savvy Ladies
    Pro Bono Financial Planning Volunteer
    Savvy Ladies May 2022 - Present
    New York, Us
    * Offer pro bono financial planning & personal finance consultation & education to women going through transitions and hardships, who may otherwise not be able to access and afford consultations with a planning expert.
  • Foundation For Financial Planning
    Pro Bono Military Financial Planning Volunteer
    Foundation For Financial Planning Oct 2013 - Present
    Washington, Dc, Us
    * Offer pro bono financial planning to members of the US Military* Offer 1 on 1 advice, as well as, speak at Yellow Ribbon Pre & Post Deployment events* Participate in and conduct financial readiness workshops at military bases in Massachusetts
  • Us Naval Sea Cadets Corps (Usnscc)
    Officer & Instructor
    Us Naval Sea Cadets Corps (Usnscc) Jan 2015 - Jan 2023
    * Supervise cadet physical and military exercises modeled after the US Navy's professional development system.* Teach classes on leadership, military history and world affairs.
  • Greater Lowell Chamber Of Commerce
    Board Of Directors
    Greater Lowell Chamber Of Commerce Sep 2014 - Jan 2019
    Lowell, Ma, Us
  • First Investors Corporation
    Member Chairman'S Circle & Million Dollar Club
    First Investors Corporation May 2004 - Feb 2011
  • Self Employed
    Strategy Consultant
    Self Employed Jan 1998 - May 2004
    Helped companies restructure, merge etc.
  • Citigroup
    Global Relationship Banker
    Citigroup Mar 1993 - Jul 1996
    New York, New York, Us

Kashif A. Ahmed, Cfp® Skills

Retirement Planning Long Term Care Insurance Risk Management Estate Planning Wealth Management Intergenerational Wealth Transfer Personal Financial Planning Alternative Investments Business Succession Planning Business Retirement Plans Hedge Funds Life Insurance Absolute Return Investing Private Equity Private Debt Business Development Companies

Kashif A. Ahmed, Cfp® Education Details

  • Suffolk University
    Suffolk University
    Finance
  • Imperial College London
    Imperial College London
    Finance
  • Imperial College London
    Imperial College London
    Pgdms
  • Gc University Lahore
    Gc University Lahore
    Pre-Medicine/Pre-Medical Studies

Frequently Asked Questions about Kashif A. Ahmed, Cfp®

What company does Kashif A. Ahmed, Cfp® work for?

Kashif A. Ahmed, Cfp® works for Lpl Financial

What is Kashif A. Ahmed, Cfp®'s role at the current company?

Kashif A. Ahmed, Cfp®'s current role is President at American Private Wealth, LLC ®.

What is Kashif A. Ahmed, Cfp®'s email address?

Kashif A. Ahmed, Cfp®'s email address is ka****@****lpl.com

What is Kashif A. Ahmed, Cfp®'s direct phone number?

Kashif A. Ahmed, Cfp®'s direct phone number is +178130*****

What schools did Kashif A. Ahmed, Cfp® attend?

Kashif A. Ahmed, Cfp® attended Suffolk University, Imperial College London, Imperial College London, Gc University Lahore.

What skills is Kashif A. Ahmed, Cfp® known for?

Kashif A. Ahmed, Cfp® has skills like Retirement Planning, Long Term Care Insurance, Risk Management, Estate Planning, Wealth Management, Intergenerational Wealth Transfer, Personal Financial Planning, Alternative Investments, Business Succession Planning, Business Retirement Plans, Hedge Funds, Life Insurance.

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