FAHEEM KHWAJA

As a Merrill Lynch Wealth Management financial advisor, I focus on establishing trust and connecting all aspects of my client’s financial lives to help them achieve the goals that matter most to them. I prioritize understanding my client’s risk tolerance and financial needs by utilizing a wealth planning tool with a probabilistic model to track and accomplish that specific financial objective. The most rewarding part of my profession is achieving my client’s goals whether it is to secure retirement, complete a large purchase, or funding for a child’s education. I believe that my client’s success is my success. Our interests are aligned and we are on same side of the table.

I was born in Pakistan and have lived in Houston for past 38 years. I follow the deep-seated Merrill tradition of participating in the communities we serve. My interest drives in spending time volunteering with organizations in our community to make a difference in the lives of those who are lacking necessities like food, medicine, clean drinking water and/or basic education.

As a Certified Exit Planning Advisor (CEPA) professional, Faheem Khwaja is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor. Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

I understand that wealth planning is a personal, individualized process making trust a key component. Active listening, confidentiality and privacy of client’s information is of the outmost importance to my team and organization. To increase level of competence, skill, and service for my clients, I hold following professional certifications:

Certified Investment Management Analyst® (CIMA®)

Certified Private Wealth Advisor® (CPWA®)

CERTIFIED FINANCIAL PLANNER®, CFP® professional

Chartered Retirement Planning Counselor™, CRPC™

Certified Plan Fiduciary Advisor®, CPFA®

Chartered Retirement Plans Specialist™, CRPS™

Certified Exit Planning Advisor, CEPA

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

As a Merrill Lynch Wealth Management financial advisor, I focus on establishing trust and connecting all aspects of my client’s financial lives to help them achieve the goals that matter most to them. I prioritize understanding my client’s risk tolerance and financial needs by utilizing a wealth planning tool with a probabilistic model to track and accomplish that specific financial objective. The most rewarding part of my profession is achieving my client’s goals whether it is to secure retirement, complete a large purchase, or funding for a child’s education. I believe that my client’s success is my success. Our interests are aligned and we are on same side of the table.

I was born in Pakistan and have lived in Houston for past 38 years. I follow the deep-seated Merrill tradition of participating in the communities we serve. My interest drives in spending time volunteering with organizations in our community to make a difference in the lives of those who are lacking necessities like food, medicine, clean drinking water and/or basic education.

As a Certified Exit Planning Advisor (CEPA) professional, Faheem Khwaja is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor. Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

I understand that wealth planning is a personal, individualized process making trust a key component. Active listening, confidentiality and privacy of client’s information is of the outmost importance to my team and organization. To increase level of competence, skill, and service for my clients, I hold following professional certifications:

Certified Investment Management Analyst® (CIMA®)

Certified Private Wealth Advisor® (CPWA®)

CERTIFIED FINANCIAL PLANNER®, CFP® professional

Chartered Retirement Planning Counselor™, CRPC™

Certified Plan Fiduciary Advisor®, CPFA®

Chartered Retirement Plans Specialist™, CRPS™

Certified Exit Planning Advisor, CEPA

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.