Samir Ahmed, CFP®, ChFC®, RICP®
Wealth Manager
Samir serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Samir offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked as a wealth advisor for an independent investment advisory firm.
Samir received his Bachelor of Science degree from Florida International University and his Master of Science degree from Florida State University. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards; a Chartered Financial Consultant®, as designated by The American College of Financial Services; and a Retirement Income Certified Professional®, as designated by the American College of Financial Services.
Outside the office, Samir is a proud husband, a father to a spirited daughter and a dog dad to two lovable pups. He’s also an ardent supporter of Florida State football and a passionate heavy metal enthusiast.
Articles by Samir Ahmed, CFP®, ChFC®, RICP®
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