Rizwan Mahmood

Rizwan Mahmood

Investment Consultant

Rizwan Mahmood is an LPL Financial Investment Consultant and Wealth Manager. With over 15 years experience in the financial industry, Rizwan is very well equipped to help his clients address their short and long term goals.

Rizwan works with both individual and institutional clients to create and implement asset management plans and financial planning strategies. These strategies are customized for each client and are both comprehensive and adaptable to changing circumstances. Rizwan’s mission is to partner with and empower his clients to realize their dreams and financial goals with exceptional attention to detail and purpose.

Rizwan’s practice specializes in:

            *Customized Investment & Portfolio Management

            *Retirement Planning

            *Education Funding Strategies

            *401k/Pension Strategies

            *Philanthropic Planning

            *Estate Planning

 

Rizwan holds a Bachelor in Business Management (BBA) from The University of Michigan-Dearborn and a Masters in Finance & International Business from Walsh College in Troy, MI. He has the Series 7, 65 and 66 registrations all of which are held at LPL Financial.

Rizwan resides in Farmington Hills, MI. In his free time he enjoys volunteer work, attending local sporting events and traveling.