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Rizwan R

Series 63, Series 65

Lynnwood, WA

SAR Wealth Management

Rizwan Rizwi is a financial advisor at SAR Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Morgan Stanley, Citigroup Global Markets, Ameriprise, and Waddell & Reed prior to founding SAR Wealth Management in 2010. Outside of his advisory role, he owns and manages non-investment businesses involved in business consulting and rug importation. SAR Wealth Management serves individual and high-net-worth clients, trusts, foundations, and other entities, providing discretionary investment management and financial planning. The firm works with international clients, including Royal Families and sovereign wealth funds, and specializes in Sharia-compliant and socially responsible investment strategies.

ESG / Sustainable investing Real estate investing
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