Conscientious Wealth Planning and Investment Management, LLC
Our ongoing mission is to be the most creative, transparent and technologically advanced wealth planning and investment management firm. We approach each client with fresh eyes and develop custom wealth plans and investment strategies that are catered to client specific needs. Our profound industry knowledge and experience play a vital role in understanding each unique client scenario.
However, what differentiates CWPIM is our dedicated team of professionals, who are driven by set of principles aligned to fulfill your goals and aspirations. Our approach is shockingly transparent and brutally honest as we put your interests ahead of ours and strive to better your everyday life experience, stretching beyond your comprehensive financial picture. Our team is breaking through barriers and setting higher standards in terms of caring and delivering for clients.
Ali Syed, CFP®
CEO, Managing Director
Ali Syed, CFP® has over 22 Years of Experience as an investment professional. Prior to launching CWPIM, he served two years at SunTrust as an Investment Portfolio Manager. Preceding his role at SunTrust, he was a Vice President, Portfolio Relationship Manager with US Trust for 8 years where his duties included financial planning and portfolio management serving Georgia and Florida markets.
Utilizing his experience and in-depth understanding of global financial markets, Ali has the capability of constructing a comprehensive wealth plan and develop investment solutions according to underlying goals and objectives. However, the greatest asset that Ali brings is his passion and energy to care for not just clients' financial well-being but betterment of their everyday life, providing him with the gateway into building a sincere, everlasting bond. His professional career has been dedicated in enhancing clients’ overall experience in life by facilitating a relationship based on trust to manage their current and future generations’ financial security.
Ali is a CERTIFIED FINANCIAL PLANNER™ and earned his specialized Masters of Science in Personal Financial Planning from J. Mack Robinson College of Business, Georgia State University and B.B.A in Finance and minor in Business Law from Coles College of Business, Kennesaw State University, Georgia