Adil A. Khan, CFP®

Adil Khan is a Certified Financial Planner® professional who serves high net worth and ultra-high net worth individuals. He applies a goals-based framework to help ensure that financial decisions align with each client’s values. Whether the objective is preserving wealth, funding a retirement lifestyle, managing concentrated stock positions, or addressing estate planning needs, Adil works to simplify complexity and deliver clear, actionable strategies.

With more than nine years of experience in the financial services industry, Adil believes that successful wealth management begins with listening, anticipating needs, and building proactive plans. His approach is designed to give clients confidence and time to focus on what matters most to them.

Outside of work, Adil stays involved in the community through volunteering, enjoys hiking and spending time with his family, and finds balance through reading and staying active.