Ayaz  Hasan,  CFP<sup>&reg;</sup> - Financial Advisor

Ayaz Hasan, CFP®

549.32 Miles

Verdence Capital Advisors

50 Schilling Rd, Ste 300
Hunt Valley, MD 21031-1421
FINANCIAL ADVISOR'S WEBSITE
(410) 403-2684 CONNECT WITH Ayaz
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General

Ayaz Hasan is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Verdence Capital Advisors in Hunt Valley, MD and the surrounding communities.

Financial Advisor Overview

I believe a quality wealth advisor is one of the most impactful people in a family’s life - right after their physician and their spiritual guide. That’s the level of trust, care, and responsibility I strive to earn every day.

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Financial Advisor Experience

Over nearly 20 years, I’ve advised clients through market cycles, business transitions, and major life moments. Throughout my journey, what’s always stayed the same is my belief that great planning starts with listening.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)
  • Other - CEPA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Retirement, Starting a Family, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources