Director of Client Relations - Senior Wealth Manager
Naveed joined Unique Wealth Strategies in 2022 and draws upon his broad range of business experience since 1996: to provide innovative strategies to Individuals, Families, Business Retirement Plans and Organizations
His areas of focus include estate planning strategies, retirement plan services, business succession planning, and insurance services, including executive compensation and annuities. Naveed’s previous experience includes working as a commercial real estate professional and owner of a consulting firm that specialized in equity financing deals. Naveed has access to capital markets expertise through other Unique Wealth Strategies affiliates. He studied Business Administration and Finance at the Capella University. He currently holds registrations as an Illinois Heath and Life insurance broker, Series 7, Series 63 and Series 24 through LPL Financial and Series 65 through Private Advisor Group; and Graduate of the Certified Financial Planner program at DePaul University.
Naveed is a member of Financial Planning Association (FPA) and Investment Management Consultants Association (IMCA). Naveed has three children- Hala, Noor and Adam (Triplets) all are currently attending “The Ohio State”.