Ataul Azad - Director, Financial Advisor Legacy Wealth Planner, LLC

I serve as the Director, Financial Advisor here at Legacy Wealth Planner, LLC supporting Supriya Pai, the CEO. I have a bachelor degree in Corporate Finances as well as FINRA series 7,66,9 and 10 licenses. I come from 8 plus years of experience managing high net worth clients and aligning them with their financial goals. I take a strong approach when it comes to building a strategy to achieve results and I accomplish this by designing a path using financial planning and implementing it through diverse portfolios.