Fatima Naqinia
Managing Associate Financial Advisor @Capitol Wealth Strategies
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WORK HISTORY
Managing Associate Financial Advisor @Capitol Wealth Strategies
Austin, TX, US
As a Managing Associate and Financial Advisor at Capitol Wealth Strategies, I provide strategic wealth management solutions for successful professionals and families, with a focus on risk management, estate and legacy planning, and goal-aligned investment strategies.Working within Guardian Life’s general agency platform and in partnership with Park Avenue Securities, I collaborate with a seasoned advisory team to deliver thoughtful, long-term planning rooted in trust, clarity, and disciplined execution.
EDUCATION
California State University, Monterey Bay
Bachelor of Science (B.S.), Business Administration/ Marketing
Foothill College
Business/Commerce, General Education
Columbia University School of Professional Studies
Master's degree student, Wealth Management
SKILLS
ABOUT FATIMA NAQINIA
Empowering You to Protect, Grow & Share Your Wealth with Purpose - And Enjoy the Life You Deserve and the Legacy You Intend!Who I Work With:I’m Fatima Naqinia, a financial advisor specializing in strategic wealth management for successful professionals, founders, and families navigating complexity, responsibility, and long-term legacy decisions.My Approach:My work centers on risk management, estate planning, and intentional wealth strategy, helping clients protect what they’ve built, make thoughtful decisions as wealth grows, and design a legacy that reflects their values. I take a holistic approach that goes beyond portfolios, focusing on clarity, structure, and long-term alignment across life, family, and wealth.Experience & Education:With a strong foundation in financial planning and advanced graduate studies currently in progress in Wealth Management at Columbia University, I bring both technical rigor and practical judgment to every relationship. My education is practitioner-led, shaped by experienced advisors, family office leaders, and institutional professionals who actively operate at the highest levels of the field.This learning is applied directly to real-world client work, particularly in areas involving estate complexity, risk mitigation, and multi-generational planning.Perspective:I believe wealth is not just about accumulation; it’s about stewardship, intention, and impact. Thoughtful planning creates freedom, resilience, and the ability to support what matters most across family, community, and future generations.Community Involvement & Women’s Leadership:I am actively involved in women-led community initiatives in Austin, including groups within the technology, entrepreneurial, and small business ecosystem. My involvement centers on relationship-building and shared learning, supporting thoughtful conversations around leadership, business growth, personal finance awareness, and long-term security.Recognition & Distinctions:Top of the Table Member (2024) and MDRT Member (2025), Million Dollar Round TableNominee, Forbes/Shook Best in State Financial Professional Ranking (2024)If you value thoughtful planning, long-term perspective, and a trusted advisory relationship, I welcome the opportunity to connect.
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