Wasan Al Zaidi, CRPC

As a Financial Advisor, I provide sound financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. I worked for 2 years and 4 months with Merrill Lynch Bank of America, before joining Wells Fargo Advisors. My experience also includes positions with U.S. Bank and BBVA. I hold a Master's degree in Finance from the Southern New Hampshire University. I have also earned the Chartered Retirement Planning Counselor(SM) or CRPC? certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We?ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you?ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact ? me. It?s a distinct advantage of working with one of the world?s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.