Createwealth Planning - Iftikhar Mahmood CFP®

Iftikhar is very professional and has extensive knowledge with investments. He understands what my financial needs are and we work together to meet those goals. Whenever I have a concern or question about by investments or about the financial state/present economy and how it affects my plan for my retirement, he answers promptly. If he doesn't know the exact answer at the time, he will investigate and responds in a timely manner. He is very through and looks at my financial portfolio in a holistic manner. He emphasizes the importance of maintaining my financial future by also being prepared i.e. wills, power of attorneys, insurance etc. I would highly recommend Iftikhar to my family and friends.

I first began working with Iftikhar during a very stressful time in my life when my Mother was diagnosed with terminal cancer and I was facing all of the sorrow of her death and all of the financial impacts of managing her estate while getting myself financially organized.

Iftikhar leaned in and went above and beyond to support my financial needs and goals, and he did this with incredible compassion, patience, excellence and his own style of determined commitment to helping me that has created trust and given me a deep sense of ease and peace. I know that he is looking out for my best interest and that he is willing to do whatever it takes to help me to achieve my financial best.

Iftikhar wears many hats when working with me as a client - he is an expert portfolio manager, a teacher, an encourager, a risk advisor, a life planner - and has become a source of education, inspiration, hope and wealth.

In an industry frought with mistrust and newbies, Iftikhar stands out as the real deal - bringing deep expertise and knowledge with a capacity to be human and treat his clients with care.

I would highly recommend Iftikhar! You will be better off for working with him!

I have been a client of Iftikhar since 2008! It was a serendipitous connection right from the start, as he was assigned to us due to our former advisor being “let go” because of some questionable activities. Nonetheless, Iftikhar and my partner and I hit it off and he has been out portfolio manager ever since.
He gets us, which is important in the financial advice space, because we need direction, and he is there for us!
The differentiator with Iftikhar is his friendly and trusting demeanor. He is not perfect (and will transparently call it out), and that is important, because like any relationship, there are ebbs and flows. This is where the trust part comes to play.
He builds on his subject matter expertise, with continual financial education development, to give us “peace of mind” that our hard earned dollars are truly working for our retirement plan. I look forward to many more years Iftikhar and will continue to recommend you to friends and colleagues!

It has been truly a rewarding experience working with Iftikhar over the past 10+ years. He's very knowledgeable and well-versed when it comes to financial planning. We've come to trust him and his advice and would highly recommend his excellent services.