Amin Rashid, CFP®

Web Site: www.aminrashid.com
Location: Long Island, NY
Contact: Amin Rashid, CFP
Phone:  631-861-2576 / 866-241-9883

Email:  [email protected]

Certified Financial Planner™ with over 18 years of experience in the financial service industry and a financial representative with the Principal Financial Group®. Expertise in designing comprehensive financial plans tailored to meet your individual or business goals. I offer individualized consultative approach to find objective solutions for sustainable financial success.

Professional Designation

Certified Financial Planner-CFP®

The CFP® certification is currently offered and recognized by the issuing organization, The Certified Financial Planner Board of Standards, Inc. A candidate for the designation must meet the following prerequisite/experience requirements:

-Bachelor’s Degree from an accredited college or university;

- At least three years of full-time personal financial planning experience; and
- Must pass the CFP® Examination

The holder of the CFP designation agree to be bound by CFP Board’s of Standards of Professional Conduct, asset of documents outlining the ethical and practice standards for CFP® professional and he/she must complete 30 hours of continuing education hours every two years.

Registrations, Licenses
Securities Registrations or Exam Qualifications:
FINRA Series 4, 7, 24, 63 and 65
State Registration
CA, CT, DE, FL, MD, MN, NJ, NY, NC, PA, TX and WA

Insurance Licenses
Life insurance: NY, NC, MD, Health/disability insurance: NY, NC, MD, Fixed annuities: NY, NC, MD, Variable annuities: NY, NC, MD

Broker-Dealer Affiliation

Princor Financial Services-A member company of Principal Financial Group

Investment Adviser Registration

My broker dealer is registered with the SEC as an investment adviser.

Specialties

  1. Life Stage Planning
  2. Cash Flow Management Strategies
  3. Education Planning
  4. Retirement Planning Strategies
  5. Income Protection/ Disability Insurance Planning
  6. Estate Planning Strategies
  7. Executive Compensation and Benefit Strategies
  8. Insurance Need Analysis
  9. Investments & Asset Allocation Strategies
  10. Business Owner & Executive Solutions
  11. Employee Stock Options
  12. Long-term Care Planning
  13. Tax Planning Strategies
  14. Wealth Preservation Strategies
  15. Charitable Giving

Compensations:

Combination Fee/Commission
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.