Doaa Zaki
Head of QNB Private
- Role
- Board Member at Dfin Holding
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Doaa Zaki
I focus on retirement planning and investing for business owners, professionals, and their families. I’ve been particularly helpful to those people that are concerned that they might not have enough money to retire on, unhappy that they are not getting the investment returns they believe are possible, or disappointed when it comes to consolidating retirement accounts from previous employers. Over the years I have developed a practice here at Morgan Stanley that helps my clients become organized, enlightened, and empowered when it comes to their finances.NMLS ID : 17•••31CA Insurance License # 0M59369I help my clients to not only achieve their goals, but to also help solve problems they have encountered in the past. Common problems I help with include:• Not happy with investment returns. A common phrase I hear is: “If the stock market is up, why didn’t I make any money?”• A typical client has two, three or even more retirement accounts and plans scattered about and they have little oversight or understanding of what is going on with these assets• How do they begin the process of planning for the future? From college saving to retirement and estate planning, there are many questions that need answers.• Over the years clients have acquired various investments and accounts but don’t fully understand all of their holdings and how they work toward their goals.If you have questions with any of the topics above or just seek more confidence in your finances and retirement planning, then we should talk. Don’t worry about your assets being too small or complex. I’m here to help no matter what your level of wealth is. Call me at 94••••••75 or send me an email at d••••••••@morganstanley.com. I’m here to help!
Experience
Board Member
Sep 2021 — Present · Cairo, EG
Education
Harvard Business School
FinTech Certificate , FinTech
2021 — 2021
Cairo University
Bachelor of Business Administration - BBA, Accounting and Business/Management
1996 — 2000
The Chartered Institute for Securities & Investment (The CISI)
International Certificate of Wealth Managment (ICWM)
2012 — 2012
University of Cambridge
International General Certificate of Secondry Education, High School/Secondary Diplomas and Certificates
1993 — 1996
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