As both a CPA and CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience, Ilyas brings a unique dual perspective to helping clients achieve their financial goals. He provides comprehensive financial planning with a focus on retirement savings, income generation, estate planning, investment management, and asset protection. A cornerstone of his approach is his commitment to empowering clients with the knowledge they need to make informed decisions with confidence.
Drawing from his experience as a former KPMG accountant, Ilyas combines technical expertise with clear communication to simplify complex financial concepts for his clients. Throughout his two-decade career, he has guided hundreds of clients through market cycles, life transitions, and wealth-building opportunities. He earned his CERTIFIED FINANCIAL PLANNER® certification and holds the prestigious Retirement Planning Specialist certificate from the University of Pennsylvania's Wharton School of Business. His educational foundation includes a degree in accounting from Syracuse University.
Beyond client service, Ilyas is passionate about financial literacy education. He has volunteered as a mentor and taught financial education classes through Junior Achievement and World of Money, helping to prepare the next generation with essential money management skills. This commitment to education extends seamlessly into his client relationships, where he prioritizes teaching and empowering individuals to understand their financial decisions.
A Queens, NY native, Ilyas currently resides in Westchester with his two children. When not helping clients with their financial goals, he enjoys DJ’ing, travel, and playing basketball
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NJ. California Insurance License #: 0K72345. *I do not provide accounting services in my capacity as a Financial Professional with Vital Planning Group.
