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As'Ad Gourani (CFP®, EA)

As'Ad Gourani focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Millennials
  • Tax Planning

Planning Specialties

At AG Wealth Management, we work with both young professionals and small business owners to help them achieve clarify and achieve their financial goals. We believe in pro-active tax planning, cash flow planning, and investment in a research driven, low cost, globally diversified portfolio.


 

Additional Information

Asad Gourani is CERTIFIED FINANCIAL PLANNER™ professional, and the founder & CEO of AG Wealth Management, a fiduciary wealth management firm focused on working with young professionals and business owners, where he offers comprehensive financial planning along with investment management.

Numerous publications have quoted Asad and in topics regarding the financial markets and personal finance. Those publications include US News, CNBC, Investment News, Yahoo! Finance, along with several TV appearances on stations such as Fox Detroit, and ABC WXYZ.

Outside of AG Wealth Management, Asad is very active in the financial community and currently sits on the board of directors of the Financial Planning Association of Michigan and is the Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals.

AG Wealth Management, is located in Ann Arbor, MI. As an Ann Arbor financial planner, we enjoy working with clients both locally and virtually. For more information, please visit www.agwealthm.com or email us at asad.gourani@agwealthm.com

NAPFA Start Date

October 30, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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199 Water St Floor 34 New York, NY 10038 Phone: (734) 747-0049
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