Ataul Azad

Ataul Azad

Financial Wellbeing Advisor

0.0

(0 reviews)

Dallas, United States

English, Bengali

0+ sessions

Availability

UTC

September 2026

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No slots available for this date

Specialization

Budgeting & Expense ManagementSavings & Investment PlanningRetirement & Pension PlanningFinancial Goal SettingEmergency Fund Strategies

About

With over 12 years in wealth management, I guide clients at every stage—from those just starting out to ultra-high-net-worth individuals. I specialize in retirement and pension planning, savings and investment strategies, financial goal setting, emergency fund planning, budgeting, and expense management. My collaborative, empathetic approach simplifies complex decisions and creates personalized plans that build lasting financial wellbeing. Whether you're preparing for retirement, optimizing investments, or taking control of day-to-day finances, I’m here to support your journey.

Qualifications

AFC

Languages

English
Bengali

Locations

3128 Cliff Swallow Ln