Favorite Food: Shawarma
Favorite Sweet: Cupcakes
Favorite Movie: Remember the Titans
Favorite Book: Harry Potter Series
Favorite Color: Red
Favorite TV Show: Supernatural
One Item of My Bucket List: Visit Switzerland
Holistic Wealth Advisor
Salma joined the Florin Team in May 2013 as her values aligned with Florin Group’s motto of putting family first. Salma comes from a large family oriented background. Her grandparents, aunts, and cousins have all lived with her from where she learned more about guiding family members towards their goals with kindness and empathy. With her grandparents, Salma learned about geriatric care, medicare, and the sensitive needs of elders. When Salma’s extended family of aunts and cousins moved to the U.S., her family helped them with their journey in a new country. Through the family interactions, Salma understands the importance of patience and sympathy when dealing with sensitive and emotional topics.
Salma has taken on the role of Financial Consultant and works one on one with our clients to deliver financial strategies and solutions best fit for each client’s needs. Salma works directly with the financial advisor to develop financial plans and proposing alternatives recommendations in new investment opportunities. Salma loves talking to our clients and addressing any questions they may have regarding their accounts, policies, and processes. Salma manages monthly and quarterly portfolio reports and works within a team to provide critical thinking skills to deliver personalized financial plans.
Salma graduated in May 2014 with her B.S. in Finance and a minor in Sociology from George Mason University. Salma is a certified Paraplanner from American College. She also has her Series 65 and Life & Health license. Salma is currently studying to complete her Certified Financial Planning Designation. She is also only 3 exams away from receiving her ChFC designation! During her spare time, Salma loves eating sweets, reading books, and volunteering with social work. Salma is always dedicated and truly grateful for opportunities to help clients with exceptional service. Salma is the joy of our Florin office. Our current clients will agree!
Click here to read about other Florin Group team members.