Ayad Amary, MBA, CFP®, AIF
A goals-based plan connects the dots and brings purpose to your wealth and work.
A goals-based plan connects the dots and brings purpose to your wealth and work.
3477 Corporate Parkway suite 100, Center Valley, PA 18034, USA
DeSales University, Master of Business Administration - MBA, Finance | Bloomsburg University of Pennsylvania, BSBA, Marketing
Giving back to my community is vitally important and I am currently serving on the Board of two non-profits: Victory House of Bethlehem and The American Amarian Charity Society. Recently, through my affiliation with Victory House, I developed a pro bono financial coaching program for recovering homeless men as they transition back into society. One of my passions is helping those in need and teaching underserved communities about financial literacy.
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Title: Solid Personal Investment Knowledge and Experience, Client Needs and Goals Drive the Decisions
Ayad is very smart, very knowledgable and is a pleasure to work with. He asks astute questions and gives close attention to the client’s individual situation and needs when developing strategies and recommendations. His clear explanations ensure that the client is comfortable with the decisions that they reach together. He is clearly a man who loves his work and takes satisfaction in the good service he provides his clients. After he left his previous employment, I sought him out and now feel much more confident about my financial decisions.
That’s what Ayad has done for me and my husband. We recently retired and because of Ayad’s wise advice, we feel confident we can thoroughly enjoy our retirement. But most important, Ayad is an exceptional human being who truly cares for his clients. We feel he has a true call to help people from all walks of life.
We look forward for many years of his guidance and expertise to navigate these turbulent financial times!
We’ve recently started working with Ayad and have been very happy and impressed with his approach to financial management. He really took the time to understand our goals and structured a plan that benefits us. On top of that, he’s a genuinely great person to work with.
When Ayad migrated out of his previous firm we reached out to him so we could continue his high-quality service. Ayad is extremely knowledgeable in all things financial and his skilled management of our retirement assets puts us at ease. He carefully guided us through the sharp, pandemic-driven market downturn and wisely positioned our assets for growth on the market rebound. In the current period of volatility, we have every confidence in Ayad’s strategy to protect our assets and by doing so, he keeps us in our financial comfort zone.
In these turbulent times it is important to my husband and myself to have a financial advisor who is communicative, trustworthy and looks at the long view. Ayad is all of those. He is very approachable and explains things thoroughly. There are no surprises.
From the beginning, even helping with budgeting on a daily/monthly Basis Ayad has been wonderful! We have a sound system now for automatic contributions and as a self-employed person for most of my life, it is great to see now that I will have money waiting for me when I retire! Looking forward to our continued work together and the education and knowledge Ayad provides as a valuable resource for my financial freedom and future!
If you are unsure about your own financial future look no further. Ayad will break everything down for you in a way that you understand and make it digestible to you. He is willing to think outside of the box and help you save in ways perhaps you haven’t thought about already! Don’t delay, time is of the essence to make sure you have security in this financially focused world.
We have worked with Ayad for many years. I retired five years ago and, despite the volatile economy of recent years, we are very confident we can live comfortably and financially stress-free for the rest of our lives. That is an incredible place to be. Much of that is because Ayad provides excellent financial management services so we don’t have to think about it. Great advisor and genuinely nice guy.
Becoming a widow at 65 was not part of my life plan. I wasn’t sure how I was going to face all of the things that needed managing going forward. One of the first people I spoke with was Ayad and I immediately experienced a level of support that offered comfort and clarity. Ayad was transparent and explained my finances to me in a way I could understand and let me know he would be there for me every step of the way. When I retired, Ayad sat through my exit counseling with me and again, caringly, helped me to make the decisions that would best suit me, providing me with clear explanations and encouragement. Ayad is more than a financial advisor to me. He is a kind and caring soul. I consider him an extension of my family. I trust him and his expertise in guiding me toward living my best life.
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