Al Devji

About Al Devji

I am driven by a passion to assist clients in unlocking their complete financial…

Experience

1. President & CEO

   Devji Family Office

   Jan 2014 — Present

   Al DevjiCEO & Founder of Devji Wealth ManagementAs an independent financial planner, Al Devji works with successful Business Owners and Physicians to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives. For over two decades, Al Devji has been taking the mystery out of complex issues so that his clients fully understand all of their options regarding long and short-term goals.Through many years of education, business and personal experience, Al Devji has gathered a basis to help serve and direct his clients looking for help in:* Investment Consulting* Wealth Enhancement* Wealth Transfer * Wealth Protection* Charitable PlanningAl Devji helps his clients obtain a better understanding of their current financial situation and define their future goals. Whether it is insurance planning, wealth accumulation and preservation, a secure retirement or leaving a legacy, every person, family and situation is unique and requires customized and highly personalized solutions.As the relationship evolves, he ensures that he and his clients meet regularly to make sure that, as personal and business situations change, their financial plan remains on-target to meet their goals. He also make sure his clients understand each of his recommendations before implementing any specific proposal.Al Devji brings over 20 years of financial and business experience to his clients. He started off working for MetLife Corporation and ended his run earning top 3 percent of financial advisors status. Al Devji also has 17 years of qualifications of achieving Million Dollar Round Table awards. In addition, he has qualified for Court of the Table, which is a rare and impressive achievement. He is a Certified Long Term Care Specialist (CLTC) and also holds the LUTCF designation (Life Underwriting Training Council Fellowship).

Education

• Fairleigh Dickinson University

  Financial planning program

Skills

• Financial Services
• Registered Investment Advisor
• Portfolio Management
• Financial Advisory
• Financial Modeling
• Financial Analysis
• Strategic Financial Planning
• Tax
• Wealth Management Services
• Wealth Accumulation
• Healthcare
• Business Development
• Wealth Management
• Investment Advisory Services
• Small Business
• Finance
• Asset Managment
• New Business Development
• Investments
• Wealth
• Asset Management
• Strategic Planning
• Economics
• Entrepreneurship
• Marketing Strategy
• Securities
• Financial Planning
• Retirement Planning
• Finra
• Management