Ilyas provides clients with comprehensive financial planning including retirement savings, income generation, estate planning, investment management, and asset protection. A cornerstone of his approach is his commitment to giving clients the information they need to make informed decisions with confidence.
Ilyas is a Certified Public Accountant (CPA) who began his career with KPMG before later deciding to become a Financial Advisor. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned the Retirement Planning Specialist certificate from the University of Pennsylvania’s Wharton School of Business. He has a degree in accounting from Syracuse University.
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.
