Meet The Advisors

Issam "Sam" Bakir, CFP® Practitioner (Center)

Trevor BakirCFP® Practitioner (Left Side)

Tarik BakirCFP® Practitioner (Right Side)


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.