Zaina Bankwalla

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, Financial Planning ® , Retirement Strategies

English

Zaina brings more than a decade of financial experience to her planning practice. She works with families & business owners to help them crystallize and achieve their financial goals through holistic financial planning and investment advisory services. Her goal is to simplify complex financial decisions with her knowledge and her team of experts.

She believes that making the right financial decisions begin with having the right financial education. Therefore, her primary focus is to educate her clients to strike a balance between financial protection, cashflow, saving for college and retirement.

Every business owner needs to plan for unforeseen contingencies that could reduce the value of their business and in turn their family’s financial security. Therefore, Zaina’s core work with family owned business owners is in the area of business succession planning and continuity strategies

Zaina received her MBA from Institute of Business Administration (IBA, Karachi).  She holds Series 7, Series 66, Series 24 and Life & Health Insurance Licenses. She is also certified as a Family Business Specialist (CFBS) from The American College of Financial Services.

In addition to English, Zaina is fluent in Urdu, Hindi, and Gujrati.

She resides in Northern Virginia with her two children. In her spare time, she likes swing dancing and “wine & painting”.

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CRN202810-9598422

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