Nasser Ahmad is a dedicated CERTIFIED FINANCIAL PLANNER™ with nearly 15 years of experience in the financial services industry. He specializes in comprehensive wealth management, providing tailored, research-driven strategies to high-net-worth individuals and families.
Previously at Fidelity Investments, Nasser served as a financial advisor, guiding an affluent clientele—including corporate executives, physicians, and founders of publicly traded companies. He delivered integrated solutions across wealth management, financial planning, estate planning, and investment management, overseeing client relationships involving assets exceeding $1.5 billion. He was a key contributor to Fidelity’s Private Client Group and participated in internal committees focused on financial planning and investment management, honing his expertise in delivering sophisticated, client-centric advice in complex environments. Nasser holds a degree from San Jose State University and the prestigious Certified Financial Planner? designation, reflecting his commitment to rigorous professional standards, ethical conduct, and fiduciary responsibility.
He is currently affiliated with Osaic Wealth (through Osaic Advisory Services, LLC, and related platforms), where he emphasizes objective, holistic planning to help clients achieve their goals in retirement income strategies, estate and legacy planning, education funding, Social Security optimization, asset allocation, and risk management.
In his personal time, Nasser enjoys an active outdoor lifestyle, including hiking, cycling, and mountain biking and spending time with his family.