Hakim Dysart

Hakim is an Accredited Wealth Management Advisor℠. He holds accident, health and life insurance licenses in California.

Hakim assists the wealth advisory team with designing financial plans, implementing investment strategies and administering wealth advisory services. He began his career as an intern in the financial services industry in 2017. In his current role, he focuses on helping clients meet their needs and goals by understanding their best interests, values, hopes and dreams.

Hakim has a bachelor’s degree in economics from San Diego State University.