Meet the Team
Our Locations
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Bloomfield Hills, MI
7 West Square Lake Rd., Suite 139, Bloomfield Hills, MI 48302
Kaled Khaznehkatbi
View Bio
Kaled Khaznehkatbi
Mission StatementTo harmonize your financial dreams with reality.
Professional Services
Financial Needs Analysis for Individuals, Families and Business Owners
Retirement Income Strategies
Investment Strategies
College Savings Strategies
Asset Protection/Life Insurance Strategies
Long Term Care/Disability Strategies
Professional Qualifications
Graduate of Eli Broad College of Business, Michigan State University
Graduate of Wayne State University MBA program
Career in financial services began in 2009
Licenses include Series 7, 63, 65 and Life/Health
Personal Information
Born and raised in Michigan
Resides in Shelby Township, Michigan
Married to wife, Carol and father of 3 daughters and one son.
Enjoys golf, tennis, and playing/listening to music
Active member of Birmingham Bloomfield Chamber of Commerce
