Bassam Tarazi

Financial Advisor at Edward Jones

Bassam Tarazi is an experienced financial advisor currently employed at Edward Jones, specializing in personalized financial planning across various areas, including retirement and estate planning. As the founder of Colipera, LLC, Bassam empowers leaders to define and achieve their success while managing unfinished tasks. Bassam also has a strong background in marketing and change management, having held prominent roles at ChangeAnalytics and 71 & Change, Inc., where innovative strategies for organizational change were developed and implemented. Previously, Bassam served as Director of Business Strategy & People Ops at Omnibuild, overseeing company culture and operational strategies during significant growth phases. Educational qualifications include a BS in Mechanical Engineering from Rensselaer Polytechnic Institute and a Green MBA from the San Francisco Institute of Architecture.

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