Iram Amir, CFP®
ASSOCIATE WEALTH ADVISOR
Iram Amir, CFP®, is an Associate Wealth Advisor with SageVest Wealth Management. Iram supports financial planning and client servicing initiatives, such as meeting preparation and follow-up, and research projects. She maintains SageVest’s investment reporting systems, assisting with client and company-wide reporting and investment tracking efforts. Iram is also integrally involved in broad company projects such as year-end investment tax analysis support.
Iram joined SageVest Wealth Management post her graduation from Virginia Polytechnic Institute and State University where she earned a Bachelor of Science (BS) in Finance, with a concentration in financial planning. She received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.
Iram is an active member of the Financial Planning Association (FPA).
In her spare time, Iram enjoys exploring the restaurants and activities of the greater Washington, DC area.