Meet the Professionals

Sharif

Sharif has over 15 years of experience in developing financial solutions. He is dual licensed as a real estate/mortgage professional and combines the guaranteed financial solutions from the insurance industry to offer best-in-class investments. Over the course of his professional career, Sharif has been able to assist families across a broad range on the financial spectrum. Sharif assisted families that were either in financial trouble, or just needed guidance to achieve a solid retirement. Additionally, Sharif works with High Net Worth individuals by offering alternative investment solutions in Real Estate and/or Tax Advantaged insurance solutions.

DRE #01973894
NMLS #1433896
Insurance #0M61509

Expertise: Income based solutions
Clientele: All age groups
Pricing: Starting at $150 per hour

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Our Office —
3100 Mowry Ave. Suite #300
Fremont, CA 94538

Tej

Tej brings to the table his penchant for solving puzzles of financial planning. He fosters professional partnerships to provide support for individuals at any stage in their financial journey. Tej’s specialty lies in problem-solving and presenting complex financial problems and their solutions in an easy to understand manner. He focuses on coaching young working professionals navigate the financial world and assisting older professionals maximize their income in retirement and protect their portfolio from long term care costs.

Expertise: Personal Finance & LTC Solutions
Clientele: Young Professionals & Pre- Retirees
Pricing: 1% of Monthly Post Tax Salary;
Bare Minimum: $50/per hour

Our Services »
Schedule a Free Consultation »

Our Office —
3100 Mowry Ave. Suite #300
Fremont, CA 94538