Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Kawa Najim has been helping people solve their problems for over 30 years – first as an electrical engineer and then as a financial adviser. He began his career at the age of 22 as a lowly technician and quickly worked his way up to the VP of engineering for a very large, publicly traded company. He was able to fulfill his lifelong dream when he started his own high-tech services company. He began with only two employees and grew it to a multi-million dollar business with operations in three states in only a few years. The company then merged with a publicly traded corporation.
During his many years working in the technology industry, he always enjoyed investing on the side. After he left his company, he began investing more heavily with a financial advisor. He soon grew dissatisfied with his financial advisor because he found the advisor’s approach narrow and product-specific.
Disillusioned with the financial advising industry, Kawa was inspired to become a financial advisor himself. He felt that with his unique background combined with his business and management experience, that he could provide excellent advice and guidance to others. In March of 2001, he began at Morgan Stanley Dean Witter as a financial advisor trainee and within five short months, he was a fully registered financial advisor. His goal all along has always been to help his clients. In 2005, he joined Merrill Lynch because he found their philosophy more in-keeping with his own. He then completed an accelerated course in 2007 and became a CERTIFIED FINANCIAL PLANNER™ professional.
Kawa always takes a holistic view when assessing his clients’ goals and needs. He first makes sure that he has a thorough understanding of his clients’ financial, personal, and psychological situation before developing a sound financial strategy.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as KIDS-N-NEED . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
California State University System
University of Baghdad
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.