A dedicated professional in wealth management, Yasmeen has cultivated a well-rounded knowledge base and extensive experience serving clients with their wealth-related needs.

Yasmeen’s skill set encompasses both investment management and holistic wealth planning. She goes above and beyond for her clients, offering tailored advice to align with their individual objectives. Her approach delves into areas such as retirement planning, tax optimization, estate planning, and philanthropy. By integrating these facets seamlessly, she crafts investment plans which help you achieve your financial goals.

Yasmeen’s career is characterized by service at top-tier financial institutions. She holds a Business Finance degree, and throughout her professional journey, she has earned the Chartered Investment Manager (CIM), Personal Financial Planner (PFP), and MFA-P Philanthropy designations, demonstrating her commitment to providing her clients with best-in-class advice.

Outside of work, she finds joy in spending time with her boys, practicing yoga, and exploring new destinations.