Mohamed Tabbaa, CRPC

Background and Experience With the Chartered Retirement Planning Counselor (CRPC?) designation and over a decade of diversified experience in the financial industry, I am committed to helping clients create tailored, goal-based investment strategies designed to add value through comprehensive planning and disciplined investment approaches. I take pride in upholding my fiduciary responsibility and delivering a high level of personalized service. My financial career began in June 2014 at PNC Financial as a Financial Sales Consultant. In July 2015, I joined Bank of America as a Relationship Manager. By August 2018, I transitioned to Merrill as a Financial Solutions Advisor, serving clients throughout Bergen County, NJ. In February 2022, I joined Fidelity Investments as a Planning Consultant and was promoted to Investment Consultant in June 2024, where I focused on comprehensive planning. In February 2025, I brought my experience to Wells Fargo Advisors as a Financial Advisor. With a bachelor's degree and the CRPC designation, I guide clients through important life events with thoughtful financial advice and strategic planning. Away from the Office I live in Morris County, NJ with my wife and two boys. We enjoy quality family time, traveling, and exploring different cultures. I'm passionate about soccer, basketball, and cooking delicious meals. I also love staying informed about global events and technological advancements, often while enjoying a cold glass of San Pellegrino.