Samim Syed work email
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Taking control of the legacy we leave behind for our families and planning for our own futures are significant challenges for professionals like you. Ensuring financial security, safeguarding assets, and providing for loved ones require careful planning and foresight.To overcome this challenge, you may want to consider the following:* Engage in comprehensive estate planning to protect your assets and minimize tax implications.* Establish a will or trust to clearly outline your wishes and ensure a smooth transfer of assets.* Contribute to life insurance policies to provide financial stability and support for your family.* Regularly review and update your estate plan to reflect changes in your financial situation and family circumstances.* Seek professional guidance from experienced advisors specializing in legacy planning.My team at Syed Financial and I offer comprehensive solutions to these challenges. With a team of experienced professionals, we provide personalized guidance and specialization in estate planning, wills and trusts, life insurance, and financial strategies. By leveraging our knowledge and resources, we help individuals and families take control of their legacy and aim to ensure a secure future for their loved ones. No matter how complex your estate is or how you wish to distribute it – whether through Private Placement Life Insurance (PPLI), Premium Financing, or straight-forward Whole Life Insurance – our experienced team can help you ensure your legacy is one that will be remembered.Legacy planning is a process that requires expertise and a definitive game plan. If you are exploring legacy planning, I invite you to have a brief conversation. Whether or not we decide to work together, I am confident our call will offer significant insights into you taking control of the legacy you leave behind for your family.Contact me:sam@syedfinancial.com | Colorado: (303) 960-9448 | NY: (917) 525-0993
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Co-Founder, CeoEvchargemeDenver, Co, Us -
Founder | Wealth & Legacy AdvisorSyed Financial Group Jan 2019 - PresentBringing close to 20 years of wealth management and financial planning, I specialize in helping my clients achieve long-term legacy through Permanent Insurance strategies. My passion is Legacy Planning, so I established Syed Financial Group in 2019. I have since been serving clients & nonprofits in estate planning, tax mitigation, and generational giving.Whether it's Private Placement Life Insurance (PPLI), Premium Financing, or straight-forward Whole Life Insurance, Syed Financial Group provides exceptional value to higher-net-worth clients seeking to create a greater legacy for their families and desired Non-Profits.I started my financial career in London stockbroking. I have experience in wealth management and financial planning across the UK, Dubai, NYC, and Colorado, winning multiple awards during my career.Extending my passion for Legacy Planning, I co-founded Capsll in 2021 – which gives users digital time capsules to save life stories, memories, and insights with the ability to share selectively and privately whilst passing digital content on generationally.I live in Evergreen, CO, with my wife, Lauren; two children, Maria & Leo; and my chihuahua/papillon, Irene. I enjoy traveling, mountain climbing, golf, opera, and art in my free time.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com Syed Financial Group is unaffiliated with HTK. 6142539RG_Dec25 -
Co-Founder, CeoEvchargeme Jul 2023 - PresentLittleton, Colorado, Us
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Co-Founder, Chief Business OfficerCapsll, Inc Jan 2021 - May 2023Austin, Texas, UsWhere do you save your memories, to share, or leave as your legacy? At best they're likely scattered across social media, if recorded at all. The Capsll app gives you digital time capsules to tell your life stories, save your history, and pass on your legacy.At Capsll, we care about you, and your privacy. The App has no data tracking, no advertising and you own 100% of your data. So, start sharing family traditions that might have otherwise been lost, and start paving a new line of history... your history.Save your story. -
Financial AdvisorNorthwestern Mutual May 2017 - Jan 2022Milwaukee, Wi, UsMy whole career has been exclusively in financial services across the US, London & Dubai; passionately helping driven, successful professionals achieve their life goals. My team and I focus on creating a long-term financial game plan - observing the whole picture. Whether you're just getting started or planning for retirement, we can help you find a solution, so you can focus on the greatest things that matter to you.Please contact me so I can help you realize your vision for the future. -
Senior Investment AdvisorDevere Group Apr 2016 - Apr 2017Dubai, AedeVere USA, Inc. is a Registered Investment Advisor with the U.S. Securities Exchange Commission. Servicing the expatriate community in the United States and abroad, deVere USA Inc. provides financial services that seeks to meet the global needs of our international client base.With over 10 years experience in the financial services sector, I specialise in providing independent financial advice to expatiates across the Gulf region focusing on two key areas, wealth building and wealth preservation.There are a wide range of financial vehicles available to expatiates that, if used in the right way, can not only fast track people to accomplishing their goals and but also optimise their tax efficiency. My job is to firstly help people understand and evaluate the options available to them and then optimise the management of their portfolios by delivering ongoing, intelligent advice and service.I am lucky to work for a great company that provides me with a continual stream of high quality, exclusive investment products to pass on to my clients which certainly helps make my job a lot easier. -
Senior Financial PlannerGuardian Wealth Management Feb 2012 - Apr 2016London, England, GbEvery client has a different approach to what they want from their life. My role is to listen to your wants and needs and then present you with the options that best suit your goals.You want financial independence – Guardian Wealth Management gives you the freedom to choose by offering independent whole-of-the-market advice.Our advisor's are trained to find the solutions best suited to you and take time to explain the reasons why they are right for you.Some of the areas that we advise on are:Offshore Tax efficient savings.Education Fee PlanningRetirement ProvisionQROPS (Qualifying Recognised Overseas Pension Schemes)SIPPS (Self Invested Personal Pension SchemesLump Sum InvestmentAsset and Portfolio ManagementTax planning and Trust PlanningArrange a meeting and I will take the time to listen to your personal aspirations and goals. I will then build the plans that will make them reality.SpecialitiesPersonal Financial planning/ Wealth Management -
Derivatives TraderAccendo Markets Oct 2008 - May 2010London, Gb- Responsible for advising clients with investment opportunities in the world markets. - Analysing and monitoring stock portfolios as well as active KYC updates on all clients.- Senior position in morning meetings to educate others, which involved research into individual stocks.- Regularly passing in-house exams involving daily market movements and Regulations.- Managing time between opening accounts and trading existing accounts in heavily pressurised environments. -
Equity BrokerArjent Jan 2006 - Sep 2008Us- Became FSA regulated after passing the CISI exams to advise clients on investments.- Developed marketing and interpersonal skills which enabled me to train and manage junior employees.- Advised clients of blue chip investment opportunities in the NASDAQ and the Dow Jones.- Passed in-house exams in Stock Selection, Market Economics, Technical Analysis and Money Laundering.- Participated in weekly workshops of Private Placing, Alternative Investments, Equity Analysis and Economics. - Followed and tracked stocks via balance sheets, charts, macro-economic and micro-economic factors.
Samim Syed Skills
Samim Syed Education Details
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Bishopshalt Sixth Form -
Bishopshalt School
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Bishopshalt College
Frequently Asked Questions about Samim Syed
What company does Samim Syed work for?
Samim Syed works for Evchargeme
What is Samim Syed's role at the current company?
Samim Syed's current role is Co-Founder, CEO.
What is Samim Syed's email address?
Samim Syed's email address is sa****@****ail.com
What is Samim Syed's direct phone number?
Samim Syed's direct phone number is +191752*****
What schools did Samim Syed attend?
Samim Syed attended Bishopshalt Sixth Form, Bishopshalt School, Bishopshalt College.
What skills is Samim Syed known for?
Samim Syed has skills like Investments, Wealth Management, Portfolio Management, Equities, Alternative Investments, Finance, Financial Planning, Trading, Wealth Management Services, Retirement, Mutual Funds, Asset Management.
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