Born and raised in Annapolis, I have always been deeply committed to supporting my community by sharing my knowledge and expertise in finance. I currently work as a paraplanner at 1 North Wealth Services, where I am pursuing my Certified Financial Planner (CFP) certification. I also hold my Series 65 license, a certification in Excel, and a degree in finance with a minor in accounting. Additionally, I specialize in tax planning, helping clients navigate complex financial situations with confidence.
When I’m not in the office, you can usually find me playing basketball or spending quality time with my wife and son. My ultimate goal is to empower individuals to achieve financial peace and stability, guiding them toward a secure financial future.
Phone : (1) 410-975-0099
Email : aseebachan@1nwealth.com