Hussain Zaidi, CFP®

Hussain Zaidi, CFP®, has a diverse range of work experience in the financial industry. Hussain is currently the Founder & CEO of Budge, Inc., a position they have held since March 2022. Additionally, they are a member of the Board of Trustees for the Foundation for Financial Planning, starting in January 2023.

Prior to their current roles, Zaidi worked at Orion, where they held the position of Chief Strategy Officer from June 2020 to January 2021. Hussain also served as the President - Financial Planning Solutions from July 2019 to June 2020.

Before joining Orion, Zaidi co-founded Advizr, where they were the CEO until the company was acquired by Orion Advisor Services in July 2019. Hussain played a crucial role in the company's growth and development.

Zaidi started their career as a Financial Advisor at Ameriprise Financial Services, Inc. in February 2002. Hussain later joined Citi Personal Wealth Management as a Vice President - Financial Advisor in February 2006, where they stayed until March 2013.

Overall, Zaidi has amassed extensive experience in various leadership and advisory roles within the financial sector, demonstrating their expertise in financial planning and strategy.

Hussain Zaidi, CFP®, holds an MBA degree in Management from Columbia Business School, which they obtained from 2010 to 2011. Prior to that, they pursued a Bachelor of Science degree in Finance at Rutgers University from 1995 to 1998.