About Me
Who I Am
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
Current Roles
- •
Financial Advisor at Allied Elite Financial (Sep 2021 - Present)
CRD#: 4840442
- •
Financial Advisor at Brookstone Capital Management (Sep 2022 - Present)
CRD#: 141413
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™)
- •
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
Comprehensive Planning
I look at the full picture of your financial life - income, expenses, investments, insurance, taxes, and estate planning.
Fiduciary Standard
I am legally bound to act in your best interest. Your goals come before commissions or product sales.
Ongoing Partnership
Financial planning isn't a one-time event. I work with you continuously to adjust strategies as life changes.
Education First
I believe informed clients make better decisions. I take time to explain concepts, options, and recommendations.
Services I Offer →
Comprehensive Financial Planning
Retirement Planning & Income Management
Investment Planning & Management
Protection Planning (Life Insurance & LTC)
Estate Planning Strategy
Annuities & Income Solutions
Ready to Plan Your Financial Future?
Let's work together to create a comprehensive strategy tailored to your goals.
Schedule a ConsultationRegulatory Disclosures: Ajaz Rahman is registered as an Investment Adviser Representative with Brookstone Capital Management LLC (CRD# 141413) and 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.