Rawia Maamoun, CFP®
Financial Advisor
EXPERIENCE:
My practice is built around the belief that comprehensive financial planning is the foundation for helping achieve long-term goals and helping clients turn their goals into reality. I offer a wide range of financial services, but my primary focus is on creating holistic, personalized plans that address many aspects of a client's financial life. By taking a comprehensive approach, I help individuals and families with wealth and debt management and help them prepare for key milestones such as retirement, education, and charitable giving. Every plan is designed to help optimize tax strategies and align with the client's long-term goals. Whether you're navigating a major life transition or looking to enhance your financial future, I work closely with clients to craft strategies that educate and empower them to make financial decisions. For Muslim clients, I specialize in Sharia-compliant financial advice, integrating Islamic principles into every aspect of their financial plan, from investments to charitable giving. I also have a dedicated focus on empowering women to take charge of their financial future, offering specialized guidance through life events such as marriage, divorce, widowhood, and career transitions. Additionally, I provide risk management and insurance planning to help ensure that my clients are prepared for life's uncertainties. No matter where my clients are on their financial journey, I help them prepare for life's uncertainties while staying focused on what truly matters -their goals, their family's future, and their financial independence.
EDUCATION & CREDENTIALS
- Earned a bachelor's degree in Financial Planning from the University of MN- Duluth in 2018
- FINRA Series SIE, 7 & 66 securities registrations
- MN Life, Accident & Health, and Variable insurance licenses
- CERTIFIED FINANCIAL PLANNERTM professional
INTERESTS:
Outside of work, I enjoy reading, going to concerts, cooking authentic Egyptian food, practicing Muay Thai, and when time
permits, traveling! My husband and I live in Minnetonka with our cat and love exploring new restaurants and enjoy nature
walks around the Twin Cities.