Mohammed Ayala, Financial Advisor
Mohammed has been a part of the financial services industry since 1999. He focuses on clients' primary goals and concerns, offering a goals-based wealth management process to members, their families and their businesses, to help pursue and maintain the financial lifestyle that is most meaningful to them.
Mohammed’s approach to wealth management is consultative. He assists clients in identifying and prioritizing their various goals – including investments, retirement income, estate planning services, tax management strategies, and wealth transfer – then developing strategies that may be customized to suit their personal circumstances and their own unique philosophy and attitude toward investing. He works hard to gain clients’ confidence and is committed to helping optimize their resources so they can utilize the most of what they have.
Mohammed holds both the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. In addition to providing traditional advice and guidance, he can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies.
Schedule a no-obligation appointment.
To schedule an appointment contact Mohammed Ayala at 562.453.3250 or email [email protected].
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