Shezad is the Director of our Advanced Planning Team. He had also begun his career at a Fortune 100 company and is proud that the last two companies he’s worked for were rated J.D Powers Most Ethical Companies. With over 10 years of experience, he has now been offering WealthCare Financial solutions through consulting and educational seminars with fellow advisors and clients. Clients rely on Shezad’s expertise to navigate them through different tax environments & economies overcoming challenges they face both local and national. Shezad was born in South Florida and raised in Austin, TX. This was before coming back to study for his degree in Business Finance at FIU. He currently resides in Orlando, FL. He is licensed with his Series 65, Series 63 and Series 7 while also holding his RICP and AWMA & APMA designations from the American College of Financial Services & the College of Financial Planning. Shezad believes in the discipline to carry out effective strategies in wealth management that not only helps but guards what you love to do, your family, and legacy.