Imran Jaffer Profile
Imran Jaffer Profile:
Founder and CEO of Total Wealth Solutions, LLC
Over 18 years of Financial Planning and Investing Experience
- Businesses, non-profit organizations, individuals and retirement plans have entrusted him with their assets for over 18 years. As one of the top ranking specialist at Merrill Lynch for many years, he decided to take charge to provide cost effective and unbiased expertise to benefit his clients. As a most creative strategic planner, his main objective is to STRUCTURE, CREATE, PROTECT and TRANSFER Wealth for his clients. He is an alumnus from the University of California in Berkeley and holds all the FINRA 7, 24, 63 & 65 registrations through LPL Financial.
- Expectations: To him, people, relationships, knowledge, honesty and integrity make the difference. He strongly believes in having a long term relationship, growing with his clients at every stage of their financial cycle. He makes himself available to guide and educate them to make the right decisions. As we all know that knowledge is power and when used properly it can make a big difference.
- Accomplishments: He is proud to earn the respect and trust of his clients by doing the right thing for over 18 years. Clients trust his advice and have been happy with the resources and customized solutions provided in times of need. His practice has grown almost exclusively through referrals from accountants, attorneys, Real estate, Medical and Technology professionals, business owners and existing clients. His greatest satisfaction comes from knowing he has made a difference in his clients financial freedom and from long term relationships developed based upon Trust, Transparency and Accountability.