Brief info
Born and raised in Houston TX, Adil has a passion for business and capital markets and this has led him to acquire detailed knowledge of value investing and financial planning. He began his career at a Boutique Financial Planning firm in Houston and over the years worked with business owners and individuals to educate them on how to achieve financial freedom while growing their assets. Later Adil went ahead and formed M&A Wealth to create more value opportunities for his clients while giving a personalized approach to financial planning that focuses on the goals of businesses and individuals.
His qualifications include an MBA, Series 6, Series 63, Series 65, Life & Health Insurance License and more. He’s more than qualified to make him a solid authority on what he does and at M&A Wealth.
When he’s not busy investing and moving markets, he enjoys sports and a serious gym routine. Other than that, believe it or not, he spends his personal hours researching and enhancing his financial skills to improve himself at what he does. Geez Louise!! Crunching numbers for excitement in his free time…?
What a barrel of fun he is!!
EDUCATION
MBA (Finance and Investment Management)
University of Houston, TX (USA)
Based out of Sugar Land, TX (USA)