Since 1997 Sherif Awad has been helping individuals, families, and small business owners throughout the greater Seattle area develop and implement financial plans, investment strategies, and retirement income options.
As an independent advisor, Sherif can offer unbiased recommendations based on your financial objectives.
Sherif J. Awad is a CFP® professional, licensed by the International Board of Standards and Practices for Certified Financial Planners. Current professional licenses include: Series 7 Securities License, Series 9 & 10 General Securities Sales Supervisor License, Series 65 Registered Investment Advisory Agent License, Series 63 Agents License, and Washington State Life & Disability Insurance Licenses. He is a graduate of the University of Washington and holds a Bachelor of Science in Civil Engineering with some additional studies in Economics and Finance. Prior to entering the financial services industry in 1997, he spent five years with a major engineering consulting firm. In his spare time, he enjoys spending time with his wife and three boys, working out, playing tennis, fishing, traveling, and volunteering with his local church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.