An Industry veteran since 1994, where Ahmed was associated with AIG Sun America Securities, he joined Trilogy Financial Services in October of 2001. In his position of Vice President of Wealth Planning, Ahmed enjoys seeing not only his clients succeed beyond their expectations, but also his team of advisors he heads up in Trilogy’s Irvine Region.
His passion for his role has led Ahmed to be awarded TOP Managing Partner* in the company from 2004 through 2007. An accomplished speaker, Ahmed is involved in an educational initiative to assist the community to better understand this complex financial world.
Ahmed holds a bachelor degree in Science from the California State Polytechnic University, Pomona, with a concentration in Finance, Real Estate and Law. He holds Series 7 and 63 registrations through LPL Financial, the Series 65 registration through Trilogy Capital, Inc. and also holds the California Life Agent License (CA Insurance #0B47088).
Ahmed has been a long-time resident of Orange County. He and his wife Tashfeen are raising three beautiful children. He is a big sports fan and also enjoys traveling or simply spending quality time with his family.
* Top Managing Partner: awarded for most revenue produced by a partner group