Brief info
Taimur has a Bachelor’s degree in Economics with a minor in Actuarial and Financial Mathematics from Clark University, Worcester, Massachusetts. He has been involved in the financial services industry working for institutions in the top 250 of the Fortune 500 since 1997. His licensed career working with individuals, families and small businesses began in 2002. Since then he has held various positions, including managerial; building and running a consistently top performing team of 17 advisors in the Southwest region for MetLife; the largest life insurer in the United States. Having had the experience working for major financial institutions and seeing what works and what doesn’t, and financial products that went the wrong way during market downturns from 2000 - 2002, and the 2008 collapse prompted him to create his own path. He has always gravitated towards the entrepreneurial mindset and the above reasons were enough for him to decide to take that path in its entirety in 2019.
When it comes to working with clients, Taimur believes in doing only what can be done exceptionally well. Working with his partner Adil, who shares the same passion and philosophy of delivering a high quality, high value investment solution in the retail investment space; that is not readily available at the access level we are providing. This dialogue and search to generate such a solution, led to the creation of the M&A Wealth Portfolio.
Taimur is a Registered Investment Adviser (RIA), which means he operates in a Fiduciary capacity; representing the client’s best interests and not a financial institution’s. He also holds the Financial Industry Regulatory Authority (FINRA) series 6, 63 and 65 licenses, as well as the Texas Life & Health Insurance license, enabling him and his firm to provide a client with the entire universe of traditional and non-traditional investments, while always representing the clients’ best interest; because we do not have to fulfill certain production contracts with any company by selling their products to keep out benefits such as healthcare, etc., we have no conflict of interest.
Taimur is committed to financial literacy, him and Adil are building a web-based educational series, that will crack the code of the financial industry’s “Blackbox”, by clarifying simple financial concepts, that can become misleading depending on how they are used; and busting financial myths based on purely empirical evidence…not opinions. All of which have been greatly damaging the American public. Two of his favorite quotes in order are:
“It ain’t what you know don’t know that gets you into trouble. It’s what you know for sure, that just ain’t so” - According to historians, some form of this could be attributed to Mark Twain, Josh Billings and numerous others
“The only thing that interferes with my learning is my education” - Albert Einstein
And his favorite, which coworkers have to hear all the time is, “The proof is in the pudding” - and it always is.
In his free time, Taimur likes to travel, and experience new cultures and cuisines. He has a passion for all kinds of music, with a vast vinyl records collection, that he’s always listening to. He is also passionate about giving back and works with various charitable causes.
Taimur can be reached via email at tq@mandawealth.com or his direct line 832.443.3358. He has been a Houstson, TX resident for 23 years now.