Zaina Bankwalla, MBA, CFBS®, RICP®, CEPA®
3975 Fair Ridge Dr., Ste 315(N)
Fairfax, VA 22033
Zaina brings more than a decade of financial experience to her practice. As a financial planner, she works with her clients to help them crystallize 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.
She joined The College Funding Coach in 2018 to help families save and pay for college without jeopardizing their own retirement nest egg. As a parent of two kids in college, Zaina has learned first-hand what it takes to send a child to college. 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 received an MBA in Finance from the Institute of Business Administration (IBA) in Karachi, Pakistan. She also holds other industry designations like Certified Family Business Specialist (CFBS® ), Retirement Income Certified Professional (RICP® ), and Certified Exit Planning Advisor (CEPA® )from The American College of Financial Services.
Born in Karachi, Pakistan, Zaina is fluent in Urdu, Hindi, and Gujarati. She currently resides in Virginia with her two children, and in her spare time, she likes to swing dance and paint.
“Our advisor, Zaina Bankwalla, was thorough and professional. She was clear on the goals & expectations at the beginning of our journey and made sure we followed through with them. She requested all the information & provided customized guidance based on our financial circumstances & family needs. We learned many new financial management approaches. Thanks a lot, Ms. Zaina Bankwalla & also The College Funding Coach team.”
We had a very specific question about college funding and in-state tuition for out-of-state students, and Zaina provided complete and candid answers.
– Lauren H.