Company– Wehbe Insurance Services LLC
Years of relevant experience– 16
Types of products offered– Education Fee Planning, Financial Planning, Insurance Investment Advice, Lump Sum Investments, Portfolio management, Retirement Planning, Savings Plans, Wealth Management
Professional Qualifications*– Certified Financial Planner® (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS™), CII Certificate in Insurance (Cert CII)
Member of– CII
Interests– Photographer, Sailer, Triathlete and World Traveler
Brief- Nima brings more than 16 years of experience in the financial and insurance sector, providing personalized services for his clients in investments, insurance services, and other financial goals.
Achievements- ♦ As a senior wealth management specialist, Nima is proudly the only financial advisor in the United Arab Emirates holding a Certified Financial Planner® (CFP®) designation from Canada. ♦ Earned recognition within the field for his precision in providing highly beneficial solutions for risk and wealth management needs of individuals and entrepreneurs. ♦ Achieved an exclusive seat at “Top of the Table” of the Million Dollar Round Table for ten years and has subsequently sat as country chairman and shared his insight as an honorary speaker with MDRT; The Premier Association of Financial Professionals.