Proactive Wealth Strategies, LLC

Cynthia Derso is a financial advisor with Proactive Wealth Strategies, LLC and holds Series 63 and Series 65 licenses. She has 25 years of industry experience, including prior roles at LPL Financial and INVEST Financial Corp. She is part of a five-advisor team based in Marietta, GA. Proactive Wealth Strategies provides comprehensive financial planning and portfolio management services to individuals, families, and trusts, managing over $315 million in assets. The firm employs a predominantly top-down investment process and offers discretionary management alongside financial and limited estate-planning services.

Ashish Gandhi is a financial advisor at Proactive Wealth Strategies, LLC in Marietta, GA, holding Series 63 and Series 65 licenses. He has prior experience with The Family Office, Emirates Investment Bank, and Standard Chartered Bank. Outside of advisory work, he has a real estate rental business with a partner. Proactive Wealth Strategies provides financial planning and portfolio management services to individuals, families, and trusts, managing both non‑high‑net‑worth and high‑net‑worth clients. The firm uses a top‑down investment process and discretionary management, incorporating third‑party managers and LPL-sponsored model programs in portfolio implementation.

Akbar Kassam is a financial advisor at Proactive Wealth Strategies, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Financial and Invest Financial Corporation. Kassam is also a member of New Jubilee Investors LLC, a for-profit business. Proactive Wealth Strategies provides comprehensive financial planning and portfolio management to individuals, families, and trusts, serving a range of clients from non-high-net-worth to high-net-worth. The firm manages client assets primarily on a discretionary basis using a top-down investment process and offers services including financial planning and limited estate-planning assistance.

Clint Farabaugh is a CFP® professional with 19 years of experience in the financial industry. He is affiliated with LPL Financial since 2018 and also operates Proactive Wealth Strategies, LLC, an independent registered investment advisory firm. His prior experience includes a seven-year tenure at INVEST Financial Corporation. LPL Financial serves a wide range of clients including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team and a broad network of investment adviser representatives.

Craig Seligman is a financial advisor with Proactive Wealth Strategies, LLC, holding Series 63, 65, and 66 licenses and with 31 years of industry experience. He has worked at Proactive Wealth Strategies since 2022 and previously at LPL Financial and INVEST Financial Corporation. Proactive Wealth Strategies provides comprehensive financial planning and portfolio management services to individuals, families, and trusts, serving both non-high-net-worth and high-net-worth clients. The firm employs a predominantly top-down investment process and offers both discretionary asset management and financial planning through third-party platforms.