Mahmud Jetha

Mahmud Jetha

CFP, Senior Consultant

Phone: 770-971-4142 ext.227
Fax: 770-971-4122
Mobile Phone: 404-966-5581
E-mail:

 

Mahmud is a CERTIFIED FINANCIAL PLANNER™, Professional and Senior Consultant with Proactive Wealth Strategies.

Mahmud received his undergraduate degree in Canada and moved to the US in 1986 where he was a successful business owner for 10 years.

In 1996, Mahmud made the decision to go into Financial Services and built a solid foundation and expertise in Insurance and Estate Planning with New York Life® and Mass Mutual®.

In 2003, Mahmud obtained his CFP® designation and joined Charles Schwab as a Financial Advisor and gained experience and expertise in Investments and Portfolio management.

In 2007, Mahmud joined USAA; a San Antonio, Texas based Fortune 200 Financial Services Company, as a Senior Financial Planner where he provided fee based financial planning advice to USAA members across the country.

Mahmud enjoys working with business owners and professionals in helping them with their personal and business financial planning needs. He is the primary advisor for many prominent families in the Atlanta area.

Mahmud believes in a holistic and comprehensive approach to the financial planning process. He strives to gain a deep and thorough understanding of the client’s financial situation, goals and objectives, before providing them with objective and appropriate solutions. His goal is to become their primary trusted advisor.

Mahmud and his spouse of 30 years are proud parent’s two daughters, both of whom graduated from Emory University in Atlanta, Georgia and are busy pursuing their own careers.

Mahmud enjoys reading, travel, sports and world music. He is an active volunteer in his community and with the Agakhan Foundation. He is also an accomplished speaker who has conducted many seminars on Financial and Estate Planning throughout the Southeast.