Iftikhar is an investment professional who focuses on strategies that help clients pursue their goals and prepare for various market conditions. Prior to joining the financial services industry, Iftikhar worked for 20+ years in the high tech sector in engineering, business and leadership roles.
Iftikhar’s experience spans working in the United States as well as internationally in technical, business, and leadership roles including positions at Cisco Systems, Mobilink (a Motorola venture), and ABM Data Systems. He was responsible for leading an organization 90 employees strong in his most recent leadership position.
In 2013, Iftikhar made a career transition to follow his true passion, helping executives and professionals find their life’s path and financial independence, and joined forces with his wife. At Waddell & Reed in Cupertino, they are a husband and wife team where they strive to give dedicated personal attention to each client through the planning, analysis and investment phases of financial services. As a team they are committed to helping their clients take action on important decisions, sometimes with lifelong impact.
He holds a Masters in Information Systems Management, BS in Electrical Engineering, and holds the Accredited Portfolio Management Advisor (APMA®) designation, a graduate-level program focusing on portfolio construction and management. Iftikhar also holds the Series 7 and Series 66 securities registrations and Life and Health insurance licenses from California department of insurance (CA License #0I63476).
Iftikhar lives in Los Gatos with his wife and their two children. He is actively engaged in the local community and various philanthropic endeavors, and is passionate about entrepreneurship, education, and technological and social innovations.
Waddell & Reed Inc. is not affiliated with any organizations listed herein.