Nejad Abo-Hamzy, CFP®

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As a member of the JJ Burns financial planning team, Nejad Abo-Hamzy helps analyze clients’ needs, conduct research, and develop comprehensive financial plans. He also provides support to the firm’s senior wealth advisors, assisting them in all aspects of the client relationship.

Nejad holds a B.B.A. in Finance from Hofstra University and a B.A. in Economics from Dongbei University of Finance and Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional.

On the personal side

Nejad lives in Forest Hills, New York. He’s a huge Mixed Martial Arts (MMA) fan. You’ll often find him honing his grappling skills at his local Brazilian Jiu-Jitsu academy. He’s also an avid reader (strictly non-fiction) and jumps at any opportunity to travel—the more far-flung the destination, the better.

What Nejad brings to the table

While Nejad has been known to cook, he much prefers eating—particularly cuisines he’s encountered on his travels.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Anthony LaGiglia, CFP®

Managing Director

Steven Mula, CFA®

Chief Investment Officer

Ricky Bathija, CFP®

Director of Financial Planning

Jessica Evans

Client Services Manager

Nickolas Raso

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Jami Regan

Administrative Assistant