Jamal L. Mahmood
Jamal Mahmood, CFP®, CLU®, RICP® serves clients primarily in the areas of investment management, insurance and estate planning, and retirement income planning. He also serves as the Director of Insurance Planning for all of Main Street Financial Solutions.
He has worked in the financial services industry since 1998. Early in his career, he worked as an Equities Trader, and as a wealth management advisor for Northwestern Mutual Life. He has been an independent Investment Advisor Representative since 2009, first for Access Wealth Planning, LLC in Roseland, NJ, and, since May of 2017, for Main Street Financial Consulting, in Verona NJ.
Jamal’s credentials in his areas of expertise are substantial.
As a Certified Financial PlannerTM professional, Jamal’s approach with every client is to look at his clients’ entire financial picture, and to adhere to high ethical and professional standards in all his engagements. Like all CFP® practitioners, Jamal has undergone extensive training in the areas of financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning. This high standard is surprisingly uncommon in our industry- according to a 2015 study by Cerulli Associates, Inc., only 21 percent of all financial advisors can claim this distinction.
In addition to the above, Jamal has completed extensive coursework with the American College of Financial Services, one of the leading accredited, degree granting institutions in the industry. He has attained the marks of Chartered Financial Consultant in the area of Advanced Financial Planning; Chartered Life Underwriter in the area of Insurance Planning; and Retirement Income Certified Professional in the area of Retirement Income Planning. Jamal maintains his Series 7, and is licensed as an insurance broker in Life and Health, as well as Property and Casualty, in New Jersey and several other states.
Jamal learned the business from his father, whose career as an insurance agent spanned over 30 years, and who gave Jamal his first job in the industry. He lives in Essex County, New Jersey, with his wife and two children. His hobbies include history, travel, and tae kwon do.
|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.
|Our Retirement Planning Philosophy
Retirement means different things to different people.