For more than twelve years, Waleed has taken a holistic approach to financial planning and investments based on what’s important to the member regarding specific objectives, risk tolerance and time horizon. His approach has helped individuals, their families and business owners achieve financial success and peace of mind. Waleed provides a comprehensive suite of investment and insurance products suited for retirement and estate planning. His expertise includes working with military and government benefit plans.
Waleed is a graduate of the University of Texas with a BBA in Business Administration and Management. His qualification licenses include Investment Advisor, General Securities Representative and General Lines Insurance agent for Life, Accident and Health.
Waleed is married with two daughters, and in his spare time he likes cheering on the San Antonio Spurs and the Dallas Cowboys. He has a passion for lawn and gardening and is exceptional at Kamado-style cooking.
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