Akbar Kassam

Akbar Kassam

Partner

Phone: 770-971-4142
Fax: 770-971-4122
Mobile Phone: 678-592-4444
E-mail:

Akbar Kassam is a Partner at Proactive Wealth Strategies, LLC, a Financial and Estate Planning Firm that is dedicated in providing an academic approach to building customized financial plans for individuals and business owners.  Headquartered in Atlanta, GA, PWS provides assistance in retirement plans, asset management, and estate planning implementation.

A native Georgian, Mr. Kassam attended Mercer University in Macon, GA.  He graduated with a Bachelors of Science in Finance, along with minor degrees in Marketing and Spanish.  He currently holds professional designations or licenses in the areas of investments, insurance, alternative investments, etc.  At the present time, he is studying at Boston University for his CFP (Certified Financial Planner) designation.

Mr. Kassam has been in the financial planning industry for seven years now, starting with Merrill Lynch as an intern during his days at Mercer University.  After two stints with Merrill, Mr. Kassam graduated and went directly to advising in the Atlanta Based Firm, New England Financial.  It was there that he became the “Rookie of the Year,” during his initial year with the organization.  He continued on for two more years, until he was recruited by a private firm in Atlanta, Carnegie Wealth Strategies, LLC.  He was promoted quickly as one of the Vice Presidents within the organization.  He spent three years at the company, until he began his own partnership with two financial planning veterans, Cynthia Derso and Craig Seligman, at Proactive Wealth Strategies, LLC.

He has served as a personal financial consultant to numerous clients throughout the last seven years, and continues to bring on more clients that share his same philosophies.  Estate, Retirement, and College Savings Planning are big proponents of his business, and he strives to assist every client in achieving their financial goals and success.  Advising clients on a personal basis takes on a new meaning, as Mr. Kassam holds a strict open door policy with all clients, allowing them to discuss freely any business or personal aspects of their lives, creating long-term personal relationships. 

Mr. Kassam actively conducts financial seminars for his clients, and is often asked to speak in community events, on many topics including:  Estate Preservation, College Savings, and Employee Benefits.   He has participated in over 20 lectures in the Southeast USA.  Licensed in Georgia, Colorado, Texas, Alabama, and Tennessee, he extends his reach far past the Atlanta based Headquarters, so that he may better service his clients.

In 2008, Mr. Kassam was appointed on the Kaiser Permanente Advisory Council, in the state of Georgia.  It is here where he is asked to assist in building best practices at one of the most prominent health insurance institutions in the United States, and does so voluntarily.   During his free time, he also volunteers as a Religious Education Teacher to 9th grade students every Saturday afternoon. 

In 2006, Mr. Kassam was appointed as one of the Board of Directors at the Platinum Federal Credit Union, headquartered in Norcross, GA.  On the board, he is actively responsible as the Human Resource and Marketing Director.  He is currently in his second year in his first term, and enjoying the voluntary service.