As a Chartered Retirement Planning Counselor CRPC® and with over 16 years of experience, Zaim Hajdari has served as a Financial Consultant, committed to providing his clients with the highest level of service and financial advice. Over the course of his career, he has developed a client service philosophy that focuses on fostering highly personal and attentive relationships and delivering customized, objective services. He believes that the key to financial success lies in comprehensive financial planning and utilizing a consultative approach, he works to help his clients manage, preserve, and transfer their wealth.
Utilizing asset allocation strategies and risk management techniques, Zaim takes a holistic approach to financial planning and comprehensive wealth management. He looks at each investor-whether an individual, a family or a corporation-as an individual with unique needs and goals. Whatever is important to his clients is important to their financial plan-their home, business, children’s education and more. And while understanding their finances is one part of the financial planning process, Zaim believes understanding them is the most crucial. Taking a “listen first” approach, once he fully understands his clients both personally and professionally, he is able to craft strategies and solutions that fit their lives, and their lifestyles. He also believes the investment process is circular and conducts periodic reviews to track portfolio progress and, if necessary, reevaluate strategies in relation to changes in the market conditions and/ or client objectives.
Zaim’s accomplished career in the financial services industry began in 1994 while still attending the City University of New York. Prior to joining Raymond James, he spent seven years with J.P Morgan Chase, where he worked his way up to Senior Vice President and Investment Manager of the NYC Retail Investment Services Division, overseeing more than 50 branch offices and nearly $2 billion in assets. Throughout his career with that firm, he was consistently recognized as one of their top financial advisors and managers nationally. In June of 2009, he made a transition to Raymond James, and established The Hajdari Group at 14 Wall Street in the heart of the financial district of NY, attracted by the firm’s long history of strength and stability, as well as its independent culture and mission focused on meeting the needs of each individual investor.
But Zaim also recognizes the importance of community engagement and giving back. As such, he currently serves on the Board of Directors for Green Earth Maintenance Services, and is an active member of the U.S. Green Building Council and Iron Hills Civic Association, as well as proud supporter of Ameri-Cares and the National Albanian American Council, among others. In addition, he was featured in a New York Times article for his work with the Principle for a Day Program, and his generosity and commitment to public education and support through civic involvement.
In Zaim’s time away from the office, he enjoys spending time with his wife and their 2 son’s, as well as fishing, boating, international travel-particularly to his home in Montenegro, on the Adriatic coast-along with golf at the Richmond County Country Club where he is a member.
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