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Book details
  • Genre:BUSINESS & ECONOMICS
  • SubGenre:Accounting / Financial
  • Language:English
  • Pages:51
  • eBook ISBN:9781483515489

From Successful Business to Personal Financial Security

A Wealth Management Road Map for Entrepreneurs and Their Families

by Derek Mohamed

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Overview
As a successful entrepreneur, you think and act differently from the rest. You possess ambition fueled by the desire to create unique solutions, quench unmet needs in the marketplace and solve long-standing problems for the ever-fickle consumer. From conception to exit, you embrace the critical yet seldom adhered-to reality that inspiration without perspiration is meaningless. You also know that astute planning is a major component of your success. Yet as an entrepreneur, you have a busy life. You are juggling priorities, whether it’s running the day-to-day operations of your business, pursuing strategic initiatives or dealing with personnel issues. With all of these demands, it’s difficult to stay on top of planning your financial future. From Successful Business to Personal Financial Security is intended to be the road map that will help you achieve peace of mind by addressing the specific and unique financial issues you face as an entrepreneur. It sets out a wealth management process that can help simplify your decision-making and achieve long-lasting financial stability for yourself and your family.
Description
As a successful entrepreneur, you think and act differently from the rest. You possess ambition fueled by the desire to create unique solutions, quench unmet needs in the marketplace and solve long-standing problems for the ever-fickle consumer. From conception to exit, you embrace the critical yet seldom adhered-to reality that inspiration without perspiration is meaningless. You also know that astute planning is a major component of your success. Yet as an entrepreneur, you have a busy life. You are juggling priorities, whether it’s running the day-to-day operations of your business, pursuing strategic initiatives or dealing with personnel issues. With all of these demands, it’s difficult to stay on top of planning your financial future. From Successful Business to Personal Financial Security is intended to be the road map that will help you achieve peace of mind by addressing the specific and unique financial issues you face as an entrepreneur. It sets out a wealth management process that can help simplify your decision-making and achieve long-lasting financial stability for yourself and your family.
About the author
Derek Mohamed is a founding member of the Mohamed-Penta Wealth Management Group, and helps a select group of successful individuals and families understand and answer the great questions of their financial lives. As a Wealth Advisor at UBS Financial Services in the greater Boston area, Derek and his team employ a five-step consultative wealth management process to help address his clients’ most pressing financial challenges. He uses this consultative process to gain a detailed understanding of his clients’ deepest values and goals and then employs customized solutions designed to address each client’s unique needs. Derek has been a Wealth Advisor at UBS since 2007. During this time, he has successfully built an expert team to help address his affluent client’s biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets aren’t unjustly taken, and charitable giving. Successful individuals and families work with Derek to: • Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. • Obtain an independent second opinion from a top financial advisor in their community. • Make educated decisions in today’s uncertain political, economic and social environment. • Integrate their team of advisors and Derek's expert team to streamline and optimize the financial decision-making process. Derek lives in Westborough and enjoys spending time with his family – wife Nicole, and children David, Bella, and Zachary. He enjoys hiking, golf, and other outdoor activities and is actively involved in coaching his oldest son's ice hockey team. Derek is also passionate about health and fitness, and has been competing in Crossfit for the last five years. He is the only man in the world to have competed in every team competition at the world Crossfit Games, and was part of a team (Team Crossfit New England) that won the world championship in 2011. Professional Experience • UBS Financial Services Inc. - Senior Vice President, Wealth Advisor Wellesley, MA - March 2007 - Present • Morgan Stanley DW Inc. - First Vice President, Wealth Advisor Wellesley, MA - November 1999 - March 2007 Education • College for Financial Planning - Accredited Asset Management Specialist (AAMS ®) designation coursework • College for Financial Planning - Chartered Retirement Planning Counselor (CRPC ®) designation coursework • Investment Management Consultant's Association - Certified Investment Management Analyst (CIMA ®) designation coursework • Assumption College - Bachelor of Arts– Economic Theory and Finance, Summa Cum Laude Licenses • Series 7, General Securities Representative • Series 31, Managed Futures Representative • Series 66, Investment Advisor Representative & Uniform Securities State Agent • State of Massachusetts, Life, Accident and Health Insurance Licensed Registered States: AZ, CA, CO, CT, FL, IN, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT
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