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Wealth Advisor @Wilmington Trust
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WORK HISTORY
Wealth Advisor @Wilmington Trust
Orange County, CA, US
EDUCATION
California State University, Fullerton
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Loyola Law School, Los Angeles
Master of Laws - LLM, Taxation
Loyola Law School, Los Angeles
Doctor of Law - JD, Banking, Corporate, Finance, and Securities Law
Santa Ana College
Associate of Arts (AA), Business Administration and Management, General
SKILLS
ABOUT JAY ZAMIR KHAN
With a decade of combined experience as a financial advisor and tax practitioner, I specialize in providing comprehensive financial and tax planning services. My background includes a legal master\'s degree in taxation, which equips me with a deep understanding of complex tax laws and regulations.I have a proven track record of working with professional athletes, offering tailored tax strategies to help them navigate the unique financial challenges they face. In the Name, Image, and Likeness (NIL) space, I assist athletes in maximizing their financial potential while ensuring compliance with all relevant laws. My goal is to empower clients with the knowledge and strategies they need to achieve their financial goals.Let\'s connect to discuss how I can help you achieve your financial goals and navigate the complexities of tax planning.
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