Nasser Ahmad, CFP®

Nasser has been in the industry for nearly 10 years. He was most recently employed by Fidelity Investments, where he advised the firm’s high net worth clientele, which included corporate executives, doctors, and founders of publicly traded companies. His experience includes comprehensive wealth management, financial planning, and estate planning to assets in excess of $1.5 billion. Prior to that, he was also a key member of Fidelity’s Private Client Group and the internal financial planning and investment management committees. Nasser is a graduate of San Jose State University, and also holds the Certified Financial Planner certification ®. In his spare time, he enjoys numerous outdoor activities such as hiking, cycling, and mountain biking.