Executive Wealth Manager
Zehra is an Executive Wealth Manager of Genesis Wealth Management. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. She holds the FINRA Series 7, 63 and 66 registrations held by LPL Financial as well as life, accident and health insurance licenses.
Zehra has nearly two decades of experience in financial planning, and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since August, 2002. Zehra works side-by-side with clients to develop strategies for the primary wealth phases of their financial lives: creating, growing, protecting and preserving wealth. Zehra addresses these wealth phases through a comprehensive wealth management process that encompasses the following:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Prior to joining Genesis Wealth Management, Zehra worked as a Senior Wealth Manager with USAA, a Fortune 100 company where she provided comprehensive wealth management services to USAA’s high net-worth families.
Zehra is a graduate of University of Florida with a bachelor's degree in business administration. She earned a Master of Business Administration from Georgetown University in Washington D.C. She is married to a former Marine and has a son, Aidan and daughter, Norah.
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