Farid Krizman

About Farid Krizman

At TIAA, we often say we\'re helping those who help others. Those aren’t just words— they reflect over a century of experience in nonprofit financial planning world. An open, collaborative process paired with strategic innovations gives plan sponsors and their clients solutions designed specifically for their unique situation. As a tenured financial planning professional,I listen carefully to my clients needs, educate and provide alternative solutions to drive ultimate client satisfaction. I cater to our high net worth clientele segment of individuals and their families to drive their financial success while focusing on generational wealth. Strengthening these relationships often attracts new clients who would benefit from our unbiased planning and our suite of product and services. These services are : from simple life insurance protection solution to a complex estate and trust services. I\'ve seen many sides of our industry. Worked in top ranked brokerage house, RIA housed in CU, banking and retirement planning firms. My services covered individuals and small businesses in the greater LA metropolitan it’s surrounding as well as out of state. I enjoy working with intellectual people. Rocket scientist to Nobel laureates and professors. Now my primary focus is to help individuals and their families navigate and overcome the complexities of their retirement life, and beyond. My efforts include: evaluation, assessment, and execution of a collaborative team plan to gain financial independence and piece of mind for my clients and their families. Recommendation or an investment strategy recommendation involving securities under all securities laws, or an insurance product recommendation under state insurance laws or regulations. Comments and “likes” may not be representative of investor or client experiences, or success. TIAA-CREF Individual & Institutional Services,

Experience

1. Wealth Management Advisor

   TIAA

   May 2007 — Present

Education

• The American University in Cairo

  Diploma

  1994 — 1996

• Ain Shams University

  Bsc

  1985 — 1989