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Shahzad Ali has been in the Financial Services Industry for more than thirty years and has the distinct privilege of helping clients solve the retirement income challenge by turning accumulation into an income stream through his own proprietary financial planning process. By marrying assets and liabilities, he helps bridge the gap while clients transition from working full time to entering retirement with an abundance of confidence. Shahzad is a Certified Wealth Strategist, Certified Exit Planning Advisor and a Certified Divorce Financial Analyst. Shahzad, along with his wife Alnaz and their two daughters, enjoy travelling and volunteering in their community.
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