Broker Check
Ahmed Sourour, CPWA®, AIF®, RICP

Ahmed Sourour, CPWA®, AIF®, RICP

Wealth Management Advisor

732-623-7831

732-623-5730

asourour@financialguide.com

Ahmed Sourour is a Senior Partner of Reddington Sourour Advisory Group (RSAG), where he helps individuals, families, executives, and business owners navigate the complexities of wealth management with greater clarity, confidence, and purpose. His approach is rooted in a simple belief: meaningful financial advice should go beyond managing investments to provide a clear, coordinated strategy for every aspect of a client's financial life.

Driven by a commitment to making the complex simple, Ahmed plays a leading role in shaping RSAG's wealth management philosophy and client experience. At the center of this approach is the Dynamic Wealth Blueprint™, a comprehensive planning framework designed to bring together investment management, retirement income, tax considerations, risk management, and legacy planning. By connecting these important financial decisions, Ahmed helps clients understand where they stand today, where they want to go, and the strategies available to help them get there.

Ahmed believes successful wealth management requires both long-term perspective and the ability to adapt. His investment philosophy emphasizes disciplined, research-driven strategies that combine thoughtful portfolio construction with a rules-based approach to navigating changing market conditions. Rather than allowing short-term market movements to dictate decisions, he focuses on establishing a consistent process that keeps clients' broader objectives at the center of their financial strategy.

A lifelong commitment to learning, innovation, and continuous improvement has shaped Ahmed's professional philosophy. He is passionate about exploring new research, investment disciplines, and technologies that can enhance the way financial advice is developed and delivered. This forward-thinking mindset influences his leadership at RSAG, where he is committed to building a collaborative team and a wealth management experience grounded in thoughtful advice, disciplined execution, and lasting client relationships.

Ahmed's passion for financial education also extends into the workplace. He has delivered financial wellness programs to employees of leading corporations, including Marsh McLennan, Mars, Eisai, Sandoz, Becton Dickinson, and Novo Nordisk. Through these programs, he has helped individuals better understand their financial choices and develop greater confidence in planning for their futures.

Outside of his professional life, Ahmed places great importance on family, personal development, fitness, and overall well-being. He enjoys spending time with his wife and daughter, traveling, and staying active. He believes that the same principles that contribute to sound financial decision-making—discipline, perspective, and intentionality also play an important role in building a fulfilling life.

 

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