Our People
Daniyal Ahmed, CFP
Financial Planning Consultant
Wealth Management
Daniyal Ahmed is a financial planning consultant for Avantax Planning PartnersSM with more than six years of financial consulting experience. In collaboration with Yeo & Yeo Wealth Management, Daniyal provides integrated planning and investment strategies for growing and protecting individuals’ and business clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, and retirement planning. Additionally, he supports business owners by reviewing their company retirement plans and optimizing them for tax efficiency and helps with business transition strategies. His focus is based on each client’s unique objectives and priorities. Daniyal is a registered representative with Avantax Investment ServicesSM.
Specializations
- Estate planning
- Risk management
- Retirement planning for businesses
- Retirement planning for individuals
- Business transition strategies
Professional Certifications and Education
- FINRA Series 7 and 66 securities licenses
- CERTIFIED FINANCIAL PLANNER™ Certification® (CFP)
- University of Iowa, Bachelor of Arts in Finance
Disclaimer
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Check me out on BrokerCheck®.