Ahmed Sourour, CPWA®, AIF®, RICP

Ahmed is a Senior Partner of the Reddington Sourour Advisory Group (RSAG), providing wealth management services and strategies to individuals, families, and entrepreneurs. RSAG brings focus and purpose to the work they do for their clients by utilizing a series of simple financial frameworks, eliminating the daunting nature of financial planning. Through the implementation of disciplined processes and rules-based investment strategies, RSAG separates themselves from other firms in the industry.

Ahmed first began honing his core principles while working alongside a successful wealth management firm early in his career. He pursues excellence with a tenacious focus on serving clients' best interests; and a burning desire to learn, grow intellectually, and innovate. Ahmed prides himself on constantly sharpening his saw as he feels it is his duty to deliver new strategies to his clients that evolve with the ever changing political and economic landscapes.

Witnessing the lack of comprehensive advice and planning people were receiving from their financial advisors, Ahmed saw opportunity. He works to establish the framework needed to help people understand where their finances are today, where they want them to be in the future, and how to get from point A to point B.

Set on making the complex simple, Ahmed brings clarity to individuals by providing educational financial workshops to Fortune 500 companies across the nation. Through these wellness courses, hundreds of people each year can learn how to make the most of their money, grow it, and protect it. With a wide range of topics, Ahmed is able to address the various needs of his diverse audience. These companies include Marsh & McLennan, Mars, EISAI, Sandoz, and Novo Nordisk.

Ahmed has a passion for wellness in all aspects of life through personal and business development, fitness, and spiritual growth. He enjoys spending time with his fiancée, his family, and spending time in nature. An importance is placed on balance, as Ahmed believes the right frameworks create the right frame of mind.

EDUCATION:

• Saint Joseph's University B.S. in Chemistry

PROFESSIONAL DESIGNATIONS AND ASSOCIATIONS:

• CPWA^® - Certified Private Wealth Advisor
• AIF^® – Accredited Investment Fiduciary
• RICP^® - Retirement Income Certified Professional
• Financial Planner

LICENSING:

• CA Insurance Lic. # 0L98755
• Licensed to offer Life/Health Insurance & Variable Life/Variable Annuity in AZ, CA, CO, CT, FL, MD, MI, NJ, NY, OH, PA, TX & VA
• Licensed to offer Life & Health Insurance in NC & TN
• Licensed to offer Life Insurance & Variable Life/Variable Annuity in AR & GA
• Licensed to offer Securities in AZ, CA, CT, DC, FL, KY, MA, MD, MO, NJ, NY, OH, PA, TN, TX & VA