Meet the Advisors - Tarik Bakir, CFP® Practitioner

Tarik is a CERTIFIED FINANCIAL PLANNER™ practitioner with a passion for investments. From his interest he earned a Master of Science in Financial Economics. While planning with you he uses this passion and experience to develop personalized investment strategies to fit your long-term financial goals.

The CFP® certification requires completion of seven courses covering risk management, retirement, taxation, estate planning, and investment management. In addition to completing the required studies and examination, CERTIFIED FINANCIAL PLANNER™ Practitioners must have a certain level of experience in the field and stay up-to-date by completing 32 hours of continued education every 2 years.


Tarik graduated with a Bachelor of Science in Economics with a Minor in Business Administration from the Texas A&M University. He enjoys being a team player. He has played soccer his entire life, having played varsity at the Westminster College in Pennsylvania. Tarik served in the U.S. Army as a crypto-linguist and paratrooper. He's stays involved in social activities where he can meet new people and help the community which is why he has been a Rotarian for over a decade.


Tarik met his wife, Avani, through one of our clients. Realizing how much they have in common and how important family is to them they knew they were meant to be. They were married shortly thereafter and started their own family when they had their first son in 2020.


(Tarik, Avani, and their son)


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.