Earned two Masters Degrees:
1) Osmania University in India
2) Babson College in Massachusetts
Currently writing a book on worldwide immigration
Is a licensed skydiver
Enjoys adventures including trekking deserts, climbing mountains & skiing
Will video conference to make things easier
Mohammed A. Siddiqui joined the Trilogy Financial team in Woburn, Massachusetts in 2012. He brings 35 years of senior management and business development skills acquired in corporate America. His consummate networking skills, genuine care for his clients combined with his acumen in financial planning for both individuals and businesses has resulted in his growing practice.
Since his clients range in age from recent college graduates to people in retirement, Mohammed focuses on their goals based on which stage they are in life. He takes his fiduciary title (Series 6, 63, 65) very seriously as he is dealing with the assets that people have worked very hard for. His Life Insurance License has enabled him to provide protection planning that is so essential, but not something that most people think of.
Mohammed realizes that there is a big difference between “doing well and doing good.” He has been a board member of several non-profits whose aim is to uplift people. As an avid outdoorsman, Mohammed has summited four mountains on many continents and trekked deserts in Mongolia, Africa and Asia. He has traveled to more than 70 countries for both business and adventure. He is an expert skier and a skilled, licensed skydiver. He lives with his wife in Natick, Massachusetts and welcomed their first grandchild in 2019.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.