Zaina Bankwalla, MBA, CFBS®, RICP®, CEPA®
3975 Fair Ridge Dr., Ste 315(N)
Fairfax, VA 22033
Why The College Funding Coach?
College is one of the most stressful financial decisions parents will face, and it usually comes right before they are thinking about their retirement and perhaps paying off the mortgage. As a parent of two going to college, I understand the dilemma, and I decided to join The College Funding Coach to help parents save and pay for college in the most efficient manner possible so they can still retire one day.
Area of Focus for LKS Workshops: Public and private schools in Northern Virginia and the Greater Washington D.C. Area.
A Little More About Zaina
Background: Zaina brings over a decade of financial experience to her practice. As a financial planner, she works with 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 retirement nest egg. As a parent of two college-bound kids, 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 striking a balance between paying for children’s college and saving for retirement.
Personal: Born in Karachi, Pakistan, Zaina is fluent in Urdu, Hindi, and Gujarati. She currently resides in Chantilly, Virginia, with her two children. In her spare time, she likes to swing dance and paint.
Education: Zaina received an MBA in Finance from the Institute of Business Administration (IBA) in Karachi, Pakistan. She also holds other industry designations, such as Certified Family Business Specialist (CFBS® ), Retirement Income Certified Professional (RICP® ), and Certified Exit Planning Advisor (CEPA® ) from the American College of Financial Services.
Disclosure: Zaina Bankwalla, MBA, CFBS®, RICP®, CEPA® is a Registered representative of, and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC, 3975 Fair Ridge Dr. Ste (315) N, VA 22033 Tel: (703)218-6700.
The College Funding Coach is not affiliated with MML Investors Services, LLC.
Licensed to sell securities CA, CT, DC, FL, MD, NY, TX, VA, & WV.
Licensed to sell insurance in CA, DC, MD, MA, NC, PA, TX & VA.
Check the background of this investment professional on FINRA’s BrokerCheck.
CRN202708-7040415
Zaina’s Blog Posts:
Paying for College for Divorced Families: A Closer Look at Financial Aid Strategies