Asif Khan
B.A.A, PFP

My Background

We are dedicated to helping our clients create and preserve wealth. Our unique style is our personalized approach of learning more about you, your family and your money.  We promise that you will have thoroughly enjoyed our process and will most likely never have experienced our approach from another Investment Advisor.

I have personally been working with clients as a Senior Wealth Advisor since 1996. Our team has a 58 years of combined financial experience; making us one of the most resourceful and knowledgeable teams of Wealth Advisors available in the industry today.