Our team is really proud of our CEO, Hussain Zaidi. He is recognized by WealthManagement.com as one of their Top Ten to Watch in 2017.
"Hussain Zaidi encountered these roadblocks for over a decade while trying to get teams to bring financial planning to the forefront of the client interaction, first at American Express and then at Citigroup. He realized
the only way to put planning right in the center of an advisor’s practice would be to build a new tool from scratch—so that’s what he did."
See his full profile here.