Meet Our Team
A group of experienced investment professionals dedicated to providing financial solutions for values-conscious investors.
Founder & CEO
About Our Certifications
We place a strong emphasis on continuous professional development to ensure our clients benefit from the highest standards of service. Our team actively pursues advanced degrees, specialized certifications, and professional designations as part of our commitment to ongoing excellence.
CFP®
All of our wealth managers are CERTIFIED FINANCIAL PLANNER™ professionals, meaning they’ve met the standard of excellence in financial planning. This designation includes rigorous education, training and ethical standards.
CFA
A Chartered Financial Analyst (CFA®) charter is a designation earned by those who have completed the CFA Program and completed acceptable work experience requirements. Participants must complete a 3-part exam testing fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.
CPA
A Certified Public Accountant designation is the top level achievement for accounting professionals. CPAs must have a bachelor’s degree and 150 credit hours of coursework, as well as at least two years of public accounting experience. Finally, CPAs must pass the Uniform CPA Exam (a four-section, 16-hour assessment), governed by the Association of International Certified Professional Accountants (AICPA).
CRPC
A Retirement Planning Counselor (CRPC®) professional designation is given to financial professionals who complete a specialized course of study focused on retirement planning for individuals. The area of study pertains to retirement needs before and after retirement, including asset management, estate planning, income streams, tax considerations, and benefits such as Social Security and Medicare. It is awarded by the College for Financial Planning.
CSAA
A Certified Shariah Advisor and Auditor designation is a professional certification offered by AAOIFI, the Accounting and Auditing Organization for Islamic Financial Institutions, which sets global standards in Islamic finance. Designees are equipped with advanced knowledge and practical skills in Shariah compliance and auditing for Islamic financial institutions. It covers AAOIFI’s Shariah standards (SS 1–48) and governance standards (GS 1–4)
CSRIC™
The Chartered SRI Counselor™ designation is a professional credential created by the College for Financial Planning. It is the first and only professional designation in the U.S. specifically focused on sustainable, responsible, and impact (SRI) investments. Focus areas include: sustainability factors in investing; screening and evaluating companies for values alignment; and impact investing and shareholder advocacy.
Financial Advisors
Financial Planners
Client Services
Portfolio Management and Risk Analysis
Operations and Compliance
Marketing, Communications, and Shareholder Advocacy
Ready to grow further?
Get to know our team, and explore opportunities with Azzad Asset Management in our career center.
