Fatima Iqbal, CFP®, is a distinguished investment advisor and senior financial planner with Azzad Asset Management. Her educational background includes a degree in applied economics and management from Cornell University, complemented by a master’s in finance from the Rochester Institute of Technology. She holds the prestigious designation of CERTIFIED FINANCIAL PLANNER™.
Fatima possesses specialized knowledge in halal investing and Islamic inheritance and estate planning, reflecting her commitment to addressing unique financial concerns within the Muslim community. Her expertise extends to planned charitable giving, where she integrates traditional Islamic charitable concepts into modern American contexts.
What sets Fatima apart is her dual proficiency in both Islamic finance and intricate financial planning strategies. She collaborates with affluent American Muslim families, small businesses, and community organizations, guiding them toward their financial aspirations while adhering to cherished Islamic principles.
Her services encompass a wide range of financial planning areas, including retirement, college, and estate planning, providing clients with comprehensive solutions tailored to their specific needs. Fatima is also recognized as a published writer and is a sought-after speaker at conferences and seminars both in the United States and internationally. Her expertise has been acknowledged by various prominent media outlets, including the Associated Press, CNBC, Morningstar Magazine, and The Wall Street Journal.
Fatima resides in the suburbs of Chicago with her husband and children. In addition to her advisory role, she serves as a director of the Diwan Foundation, a non-profit organization dedicated to enhancing and supporting Muslim life at Cornell University. This involvement showcases her commitment to giving back and supporting the community.
Featured articles:
• https://azzadasset.com/blog/why-i-became-a-financial-advisor/
• Financial Advisor Magazine, “Minorities Less Likely To Have An Estate Plan, Boston College Study Says” September 1, 2023
• https://www.cnbc.com/2017/09/26/tax-efficient-customizable-investments-try-a-private-portfolio.html
• https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607/index.php?startid=103#/p/102