Khoja Wealth Management

Specialties

We help people with investing, insurance, & 401(k) rollovers.

We will listen to you first before we make any changes to your personal finances. An understanding of your personal views of money need to be known before any planning can be done.

History

Established in 2012.

I found in this industry that many people are being sold investments or annuities they just don’t need. The preparation of a meeting is not about what is going to be sold to you today, it is about making sure all pieces of your financial plan are still in the correct place.

Meet the Business Owner

Faiz K.

Business Owner

Studied Financial Counseling & Planning at Purdue University. Worked at a large financial planning firm for the past several years, before opening up my own business.

Securities offered through First Heartland Capital, Inc.

Member FINRA/​SIPC

Khoja Wealth Management LLC. is not affiliated with First Heartland Capital, Inc.

Advisory services offered through First Heartland Consultants, Inc.