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Zeib Parvez | Financial Advisor

Profile img for Zeib Parvez, financial advisor at First Financial Group
Virginia Beach, VA
Zeib Parvez
Financial Advisor
Financial Advisor at
First Financial Group

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
As a financial advisor, I partner with my clients to help craft a financial plan that is unique to them. I focus on what my clients want to achieve in their lifetime and the legacy they would like to leave behind. Whether you are planning for yourself, your family, or your business, I believe a solid plan can help you through life’s journey. Outside of work, I volunteer and serve on several boards of non-profit organizations and spend time with my family. We enjoy travelling, sports and playing with our dogs, Bodie and Penny. Shahzeib Parvez Financial Advisor Freedom Point 5544 Greenwich Road, Suite 303 Virginia Beach, VA 23462 Office: 757-387-3543 Fax: 757-498-6160 sparvez@freedompointus.com freedompointus.com Representative of and securities and investment advisory services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. (301) 907-9030.
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Specialties and Expertise

10
Retirement Income
Cash Flow Analysis
Tax Minimization Investment Strategies
High Net Worth Planning
Ultra High Net Worth Planning
Philanthropic Planning and Giving
Portfolio Construction
Endowments & Charities
Alternative Investments
Succession Planning

Clientele

9
Divorcees
Inheritors
Retirees
Surviving Spouses
Wealthy Families
High Net Worth Individuals
Healthcare Workers
Parents of Special Needs Children
Government Contractors

Education

1
Christopher Newport UniversityBachelorsYear Obtained: 2006
Quick Facts About Zeib
Years of Experience:17 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Tax Planning

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Estate Planning Strategies

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Retirement Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Virginia Beach, VA
Zeib Parvez
Financial Advisor
Financial Advisor at
First Financial Group
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Advisor Disclosure
I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates.
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