Bashar’s primary goal is to provide families and business owners the solutions and the preparation needed to achieve their financial goals and freedom. Bashar manages his own personal book of business as a Financial Advisor. Bashar can assist with investment strategies, holistic wealth management, retirement solutions, and tax minimizing strategies. His practice is centered on helping his clients achieve their financial goals and providing them with the necessary financial education to help them make sound financial decisions.
Prior to joining Capital Financial Strategies, Bashar worked as an Investment Consultant at Bank of America Merrill Lynch and as a Wealth Advisor at a Fee-only Fiduciary firm. He is a Registered Representative and Investment Advisor Representative and his security registrations include the Series 7,66, and a 2-15 (Health & Life including Annuities & Variable Contracts) license.
Bashar graduated from the University of North Florida, where he received his Bachelor’s degree in Chemistry. Bashar enjoys playing the piano and watching sports and is a Jacksonville Jaguar fan. He also enjoys spending time with family and friends.
Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Capital Financial Strategies is an independently operated affiliate of Securian Financial Strategies, Inc.