Iqbal Tejpar
CPA, CA, CFA

My Background

I offer clients a level of knowledge, experience and ethics of the highest global standards.

• I start with a deep understanding of your personal financial situation and vision for your future.
• I build a custom, discretionary portfolio to achieve your vision, while managing risk.
• With over two decades of experience in managing portfolios, I use methods researched and proven over time.

Each client is equally important to me, and accountability to them is a cornerstone of my business philosophy.