OUR TEAM

 
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AHMAD SALTAGI

Registered Investment Advisor

  • Ahmad started his career as a critical care physician. He is certified in four different American Medical Boards.

  • His medical career taught him hard work, trust, confidentiality and professionalism.

  • Ahmad  has invested his retirement money in value-based firms. However, he envisioned a firm that is value-based that also helps people allocate their investments and plan for their future.

  • He has been a real estate broker for few years and has managed multi-properties investment venture as a value-based investment option.

  • Ahmad became a Registered Investment Advisor in the state of Indiana in 2018. 

  • He studied active portfolio management at Harvard University.

  • He is currently studying to be Certified Financial Planner at Butler University Executive Education program.

OUR PARTNERS

We Partner With The Best In The Investment And Financial Planning World

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CAHRLES CHWAB

Charles Schwab is a trusted name in investment. Our clients' investment accounts are held at Schwab to assure safety and security.

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TD AMERITRADE

TD Ameritrade is another big and trusted name in the investment world. TD Ameritrade is another custodian that we use for to hold clients' assets safely.

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XY PLANNING NETWORK

We are proudly a member of the high standard XYPN. More than 1000 Advisors and Planners who are fiduciary (work only for client's interests), no sales, no minimums, and no commissions.

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RIGHT CAPITAL

A Leading Financial Planning platform that allows clients to budget, plan, aggregate accounts and compare what if scenarios.