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Haider Sharifi, CFP®

After establishing a successful financial planning practice, Haider, was recruited by Equity Concepts in 2015 to develop and manage their Advanced Planning Desk. Haider works with advisors across the firm helping them design advanced financial planning strategies customized to their clients’ needs.

Haider began his professional life at Morgan Stanley in 2003. While there, he saw the overwhelming lack of financial literacy as well as the need and desire for objective, client-centered financial advice rather than product sales to the public. That drove him to begin his own financial planning practice that provided true advice and guidance that clients wanted and needed through the greatest economic recession since the Great Depression.

Haider received his Bachelor’s degree from the University of Virginia. 

As someone who understands his personal “why,” Haider has been actively engaged in the Richmond community.  Haider was a former Board Member of the Greater Richmond Chamber of Commerce, Chair of the Richmond Business Council of The Greater Richmond Chamber of Commerce, Past President of the UVA Club of Richmond, and Former Board Member of Needles Eye Ministries where he launched the Young Professionals Advisory Board serving as its first Chair.

Haider and his wife, Tiffini, live in Midlothian, Virginia along with their several guitars and fluffy cat, Gracie.  On the weekends, they enjoy time with friends & family, serving at their church, and enjoying cultural events in the community.

Haider currently holds the following Financial Regulatory Authority (FINRA) licenses: Series 7, and 66, and is licensed in 8 states.  Haider is a CERTIFIED FINANCIAL PLANNER™.

Check out the background of this investment professional on FINRA’s BrokerCheck.