Zaina Bankwalla

Zaina brings more than a decade of financial experience to her practice. As a financial planner, she works with her clients to help them crystalize and achieve their financial goals through holistic financial planning and investment advisory services. Her goal is to simplify complex financial decisions with her knowledge and her team of experts.

As a parent of 2 college bound teenagers, Zaina believes that families should be able to send their children to college without becoming bankrupt or dipping into their retirement savings. Making the right financial decisions, begins with having the right financial plan in place. Therefore, her focus has been to strike a balance between paying for children’s college and saving for retirement.

Zaina started her financial services career at The Karachi Stock Exchange in Pakistan, where she was one of its first women brokers. There, she was responsible for Treasury and Stock trading with institutional clients.

Zaina received an MBA in Finance from the Institute of Business Administration (IBA), in Karachi. She holds Series 7, Series 66 and Life & Health Insurance Licenses in the United States. She is also certified as Family Business Specialist (CFBS) from The American College of Financial Services.

Born in Karachi, Zaina is fluent in Urdu, Hindi and Gujrati. She currently resides in Virginia with her 2 children and in her spare time, she likes to do Swing Dancing or “wine and painting”.