
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.
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- Website:
https://advisor.ml.com/sites/tx/memorial/fk_group - Phone: 800-231-9596
- City: Houston
- State: Texas
- Postal Code: 77079
- Country: United States
- Designations: CEPA, CRPC, CRPS, CIMA, CPWA, CPFA, CFP®
- Markets Served:
- Company Name: Merrill Lynch
FAHEEM KHWAJA

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
