To attain the title of Financial Consultant Nesim Kerimi passed the FINRA Series 65 exam to become an investment advisor representative.
Nesim is a first generation born American. His parents immigrated from the war-torn former Yugoslavia. They came to America to work, save money, and provide a better life for their children. His father worked 80 hours a week in the service industry . He did so while teaching himself English to further promote his career. He stood for hard work, integrity, and trust and instilled these attributes into his children.
Nesim graduated from Magna Cum Laude from DePaul University with a degree in Finance. He built and ran his own business in the service industry as President/CEO for 15 years and learned how solve problems with all types of clients. As a volunteer savings coach, he supported underserved individuals facing savings challenges of all kinds.
Through this work, he recognized how building a strong financial foundation gave clients the confidence they needed to save for a better future. Nesim now uses this knowledge and experience to educate and empower his clients through sound financial and investment strategies. Interacting with people from all walks of life, Nesim has come to know that many people are underserved . Often they are shunned due to their lack of money to invest, as was the case with Nesim’s parents. This fueled Nesim’s passion to empower the underserved such as immigrant families and business owners. He provides guidance on financial planning issues like retirement, college funding, and small business retirement planning.
Nesim’s desire and approach—to help people build from where they’re at—fits perfectly with Envision’s Wealth Planning’s subscription-based, financial life planning model.