Samim Syed
- Role
- Founder Legacy Planning Specialist at Syed Financial Group
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Samim Syed
Taking control of the legacy we leave behind for our families and planning for our own…
Experience
Founder Legacy Planning Specialist
Jan 2019 — Present
Bringing close to 20 years of wealth management and financial planning, I specialize in helping my clients achieve long-term legacy through Permanent Insurance strategies. My passion is Legacy Planning, so I established Syed Financial Group in 2019. I have since been serving clients & nonprofits in estate planning, tax mitigation, and generational giving. Whether it\'s Private Placement Life Insurance (PPLI), Premium Financing, or straight-forward Whole Life Insurance, Syed Financial Group provides exceptional value to higher-net-worth clients seeking to create a greater legacy for their families and desired Non-Profits. I started my financial career in London stockbroking. I have experience in wealth management and financial planning across the UK, Dubai, NYC, and Colorado, winning multiple awards during my career. Extending my passion for Legacy Planning, I co-founded Capsll in 2021 – which gives users digital time capsules to save life stories, memories, and insights with the ability to share selectively and privately whilst passing digital content on generationally. I live in Evergreen, CO, with my wife, Lauren; two children, Maria & Leo; and my chihuahua/papillon, Irene. I enjoy traveling, mountain climbing, golf, opera, and art in my free time.
Skills
- Personal Financial Planning
- Wealth
- Strategic Financial Planning
- Pensions
- Estate Planning
- Investment Advisory
- Asset Allocation
- Final Salary
- UK Pensions
- Investment Management
- UK Assets
- Wealth Management
- Public Speaking
- Alternative Investments
- Qrops
- Retirement Planning
- Derivatives
- Wealth Management Services
- Fx Options
- Financial Advisory
- Options
- Savings
- Commodity
- Trading
- Financial Education
- Financial Services
- Inheritance Tax Planning
- 401(K) Retirement Savings Plans
- Financial Markets
- 401k Rollovers
- Asset Management
- Economics
- Private Banking
- Investment Strategies
- Private Pensions
- Equity
- Financial Risk
- Retirement
- Financial Planners
- Defined Contribution
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