Sherif J. Awad

Sherif J. Awad

Raymond James Financial Services

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $25,000

Minimum client income required: No minimum required

Title: Certified Financial Planner

Offering advice since: 1998

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Sherif J. Awad:

Sherif J. Awad is a CERTIFIED FINANCIAL PLANNER™ professional licensed by the International Board of Standards and Practices for Certified Financial Planners. Current professional licenses include a Series 7 Securities License, Series 65 Registered Investment Advisory Agent License, Series 63 Agents License, and Washington State Life & Disability Insurance License. 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 two boys, working out, playing tennis, fishing, traveling, and volunteering with his local church.

How I work with you
My goal is to help clients achieve their desired life-style by helping them manage their financial resources through a comprehensive review of each client's goals by encompassing the six steps of my financial planning process. The six steps of the process are: Establishing and Defining the Client-Planner Relationship, Gathering Client Data and Goals, Analyzing and Evaluating the Client's Financial Status, Developing and Presenting Financial Planning Recommendations, Implementing the Financial Planning Recommendations, and finally Monitoring the Recommendations. Areas of my focus include Lifestyle Management, Risk Management, Liability Management, and Asset Management. Developing and implementing a plan for clients is not a static process but actually a life long process. I can help with ongoing monitoring to take life's changes into consideration.

Compensation and Fee Structures:

Fee Based

Licenses, Certifications & Affiliations:

Certified Financial Planner, Series 7 Securities License, Series 65 Registered Investment Advisory Agents License, Series 63 Agents License, Washington State Life & Disability Insurance License

Education:

B.S. Civil Engineering, University of Washington, 1993
Certified Financial Planner, College for Financial Planning, 2006

Will provide references upon request?

Yes


Further information about Raymond James Financial Services:

(Size of firm: 0-9 advisors)

Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,300 financial advisors serving 1.9 million accounts in 2,300 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $233 billion, of which approximately $31 billion are managed by the firm's asset management subsidiaries.*

Raymond James Financial Services, Inc., member FINRA / SIPC


Contact Information for Sherif J. Awad

Phone: (253) 517-7416
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Fax: (253) 517-8365

Address for Sherif J. Awad:
3700 Pacific Highway East
Suite 302
Fife, WA, 98424

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