Zeeshan? It’s all about YOU!

Zeeshan is here today just because of great people like you, lovely clients, amazing prospects, and most importantly the great leaders and mentors whom he has worked with during his career. He believes that the leadership is all about putting people first, articulating leadership vision and inspiring people to achieve that vision.  

Zeeshan's vision is to catalyze multiplier effects in your financial lives by providing control and guiding you in implementing best practices in wealth management so that you can feel enlightened and fulfilled by having a well-diversified financial portfolio. This is done by providing accessible education and advice that transforms your dreams into actions and empowers you to secure your financial future and protect the ones you love. 

Zeeshan aims to achieve his vision by adding value to individuals (civil society) and businesses through a profound, diverse & pluralistic, goals-based financial planning. His goal is to work and engage with people who believe what he believes and pursue excellence for a better today than yesterday and aim for higher tomorrow - build well. 

1. Series 7  - General Securities Representative Examination by FINRA  

2. Series 66 - Uniform Combined State Law Examination - North American Securities Administrators Association (NASAA) exam administered by FINRA

3. SIE - Securities Industry Essentials Examination 

4. Group 1 (Life and Health Insurance) 

Prior to Wealth Management, Financial Planning and being an Investment Advisor Representative, it goes back to 2003 when Zeeshan started his career with KPMG. After moving from accounting to financial services industry over time, helping people with their financial planning has always been his inspiration and a top priority. Business and personal travel exposures to various parts of the world including South and Central Asia, Europe and Middle East has made a profound impact on harnessing his knowledge and understanding of cosmopolitan ethic, various cultures, blessed diversity and value of pluralistic societies at a global level.   

Zeeshan lives in McKinney (Texas), have a son and a daughter. Volunteering, playing cricket, soccer and tennis serves as his catalysts to lead a balanced life.  

Zeeshan strongly believes that by working together, we demonstrate care and concern for one another and together we achieve substantially larger goals than we could working alone.  

I cite Hazrat Ali's words so that you may understand the spirit in which an attempt is being made to help civil society. 

"No honor is like knowledge" 

"No support is more reliable than consultation"