About Me

Dedicated to helping you achieve your financial goals with over 20 years of expertise and genuine commitment

Ajaz Rahman, CFP®, APMA™

With over 20 years of experience in financial services, I'm dedicated to helping clients navigate the complexities of personal finance and build lasting wealth. As a Certified Financial Planner® (CFP®), I bring both technical expertise and genuine commitment to my clients' financial success.

My journey into financial planning wasn't traditional. After earning my Master's degree in Botany, I discovered my true passion: helping people grow and nurture their financial futures. What started as a career pivot has become a calling—building trusted relationships with families and individuals who want to take control of their financial lives.

I believe financial planning isn't just about numbers and investments. It's about understanding your goals, your fears, and your dreams, then creating a comprehensive strategy that brings them to life.

Certified Financial Planner®

CFP Board Credential ID: 146632

Issued on May 25, 2010

Expires on December 1, 2026

* Click the credential image above to verify

Verify My Credentials:

CFP® Board Verification SEC IAPD Report FINRA BrokerCheck®Allied Elite Financial Profile

Current Roles

Operating as AR Financial Consulting LLC, I serve as an Investment Adviser Representative (IAR) for:

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Brookstone Capital Management LLC (Sep 2022 - Present)
CRD#: 141413

And I am a self-employed partner with:

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Allied Elite Financial (Sep 2021 - Present)
CRD#: 4840442

Education & Certifications

•Master of Science in Botany/Plant Biology - Magadh University (Jun 1970 - Mar 1973)
•Certified Financial Planner (CFP®) - Continuous certification since 2010
•Accredited Portfolio Management Advisor (APMA™)
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Series Licenses (in order of acquisition):
- Series 6 - Investment Company Products/Variable Contracts (Passed 10/11/2004)
- Series 63 - Uniform Securities Agent State Law (Passed 12/13/2004)
- Series 65 - Uniform Investment Adviser Law Examination (Passed 04/20/2011)
- Series 7 - General Securities Representative Examination (Passed 10/21/2016)
- SIE - Securities Industry Essentials Examination (Passed 09/17/2018)
- Series 24 - General Securities Principal Examination (Passed 10/04/2022)
- Series 6TO - Investment Company Products/Variable Contracts - Updated (Passed 10/04/2022)
- Series 7TO - General Securities Representative Examination - Updated (Passed 10/04/2022)

Career Highlights

•21+ years of experience in financial services and advisory
•Registered Investment Adviser Representative with the SEC
•Specialization in Retirement Income Planning and comprehensive financial strategies

My Approach

Discovery

I start by getting to know you—your complete financial picture, your values, concerns, and what success looks like for you. This deep understanding ensures every recommendation I make is tailored to your unique situation.

Goal Setting

Together, we identify and prioritize your goals. Whether it's retirement security, funding education, protecting your family, or building wealth, I help you clarify what matters most and establish clear targets.

Strategy Development

I analyze your current financial path and explore alternatives, then develop comprehensive recommendations designed specifically for you. I present these strategies clearly, explaining the reasoning so you can make informed, confident decisions.

Implementation & Partnership

We implement your plan together, and I stay with you for the long haul. I monitor your progress continuously and adjust strategies as your life evolves—because financial planning isn't a one-time event, it's an ongoing partnership.

Services I Offer →

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Customized Financial Planning

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Retirement Planning & Income Management

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Tax-Efficient Strategies

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Investment Planning & Management

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Legacy & Estate Planning Strategy

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Annuities & Income Solutions

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Protection Planning (Life Insurance & Long-Term Care)

Ready to Plan Your Financial Future?

Let's work together to create a comprehensive strategy tailored to your goals.

Schedule a Consultation

Regulatory Disclosures: Ajaz Rahman operates his independent financial planning practice under AR Financial Consulting LLC. He is registered as an Investment Adviser Representative (IAR) with Brookstone Capital Management LLC (CRD# 141413), an SEC-registered investment adviser, and is a self-employed partner with Allied Elite Financial. He holds Certified Financial Planner (CFP®) and Accredited Portfolio Management Advisor (APMA™) credentials and maintains all required securities licenses. For complete regulatory information, visit the SEC's Investment Adviser Public Disclosure or FINRA BrokerCheck.