With 30-plus years of professional experience marked by high standards of ethical conduct and professional competence, Hicham finds his niche in investment and risk management.
Honest and caring, he is committed to always putting clients’ needs first and finds satisfaction designing the right strategies for our clients that aim to preserve their wealth and meet their retirement needs. Utilizing a comprehensive system for wealth accumulation with a bias toward wealth preservation and tax efficiency, Hicham keeps coming to work because he wants to be a resourceful asset to our clients.
Curious by nature, the best lesson Hicham has learned in his career thus far is to remain humble and always keep an open mind.
To best serve our clients, Hicham has earned many prestigious industry designations, including, Chartered Financial Analyst (CFA), Fellow Life Management Institute (FLMI) and Financial Risk Manager (FRM). He received his Master of International Management from the Thunderbird School of Global Management in Arizona and his Bachelor of Arts in economics from Earlham College located in Indiana. Hicham holds accident and health insurance licenses for the state of California.
Outside of the office, you’ll find Hicham hiking, running, reading, practicing yoga and spending quality time with his family.
