About Tarick
As an Financial Consultant, I am dedicated to making a difference in the lives of my clients. By truly understanding their needs and goals, I develop comprehensive, needs-based financial planning solutions that align with their aspirations. My approach involves partnering with clients to co-create customized financial plans that prioritize wealth growth and protection, while considering their individual preferences and risk tolerance. With a commitment to ongoing monitoring and rebalancing, I ensure that my clients' plans evolve with their changing circumstances. Building positive relationships and setting clients up for long-term financial success drive my day-to-day work.
Education
Bachelor's degree
Master's degree
Licenses
Series 7
Series 66
Registered Investment Advisor
Investment Advisor Representative
Variable Contracts
Accident & Health
Other Credentials
CFP®
ChFC®
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
1
Member Since
2015
Other Credentials
2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.