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Involved in an educational initiative to assist his community in understanding the financial world

Cal Poly Pomona Alumni

Enjoys traveling & spending time with his family

Sports fan

Will video conference with clients to make it easier

Get to Know Ahmed

An industry veteran since 1994 where Ed was associated with AIG Sun America Securities, he joined Trilogy Financial Services in October of 2001. In his position, Ed enjoys seeing not only his clients succeed beyond their expectations, but also the Advisors he works with.

His passion for his role has led Ed to be awarded TOP Managing Partner* in the company from 2004 through 2007. An accomplished speaker, Ed is involved in an educational initiative to assist the community to better understand this complex financial world.

Ed holds a Bachelor’s Degree in Science from the California State Polytechnic University, Pomona with a concentration in Finance, Real Estate and Law. He holds Series 7 and 63 registrations through LPL Financial, the Series 65 registration through Trilogy Capital, Inc. and also holds the California Life Agent License (CA Insurance #0B47088).

Ed has been a long-time resident of Orange County. He and his wife Tashfeen are raising three beautiful children. He is a big sports fan and also enjoys traveling or simply spending quality time with his family.

 

* Top Managing Partner: awarded for most revenue produced by a partner group.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

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.

Call Us To Get Started. (844) 356-4934