Jamal L. Mahmood

CFP®, CLU®
973-239-0900
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Jamal Mahmood, CFP®, CLU®, RICP®, has worked in financial services since 1998. He has deep expertise and experience in the areas of retirement planning, insurance planning and risk management, and personal investment management. He began his career as an equities trader, and from 2002-2010, he worked as an insurance agent and wealth management advisor with Northwestern Mutual Life. He has been a CFP practitioner since 2010.

Jamal is the Director of Insurance Services at Main Street Financial Solutions. He teaches courses on insurance planning, as part of Bryant University’s CFP Certification Program, to other advisors seeking to earn their CFP credential. His interests include history, economics, and the coming impact of changing technology on work and civilization. He lives in Verona, NJ with his wife and two children.

White Papers
General Investment Principles (long version)

An explanation of the investing framework we use, and what we advise clients to do.

Our Retirement Planning Philosophy

Retirement means different things to different people.

How Income Annuities Can Help You Retire

Income annuities are meant to solve a specific problem. Let’s begin by understanding what that problem is.

Real Estate? Or Stock Market?

Some people believe it's safer to invest in private real estate than the stock market. Here's why that might be wrong.