Director of Advanced Planning
Shezad is one of the most experienced members of the Wealthcare Financial team and has been a part of the team for over five years and has over ten years of experience in the field. As one of the top financial planners in the state, Shezad works with medical professionals and practices, helping them find reliable and affordable plans for retirement He provides investments through Cambridge Investment Research. Clients rely on Shezad experience to navigate them through challenging waters with changes in the economy both local and national.