Broker Check
Saadia Ahmed, CFP®, CMFC®

Saadia Ahmed, CFP®, CMFC®

Financial Advisor

Saadia is a highly educated, experienced and passionate Financial Advisor serving high-level women professionals and entrepreneurs, couples and families. Her calling is to bring confidence into the lives of others through helping them plan for their financial independence. Saadia is also a frequent speaker at local and national organizations discussing financial services.

Saadia is a CERTIFIED FINANCIAL PLANNER™ practitioner who believes that goal planning, analysis and individual needs identification are necessary before comprehensive investment strategies can be implemented. At The Silicon Valley Group with Waddell & Reed in Cupertino where Saadia has been since 2006, she is part of a team with her husband, a former engineer and analytical mind. Together they strive to give dedicated personal attention to each client to plan, analyze and then implement individual investing strategies designed for various types of markets. As a team they are committed to helping their clients take action on important decisions, sometimes with lifelong impact.

She has an MBA in Finance, the CMFC® designation and the CFP® certification, which requires a rigorous curriculum on personal financial planning, a comprehensive examination testing an individuals’ ability to integrate and apply their financial planning knowledge, and continuing education requirements. Saadia also holds the Series 7 and Series 66 securities registrations and insurance licenses in California for Life, Accident, Health, and Variable Contracts (CA License #0F12253).

Saadia and her husband live in Los Gatos with their two children. She is actively engaged in her local community, is a member of Watermark, and is passionate about issues and opportunities in the areas of education and empowerment of women in general.

 

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