About

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Mr. Ahmad (Art) Husami, CFP®, CIMA®, EA, MSc.

Resume of Education, Credentials, Licenses & Experience

Education Completed the Masters Program in Computer Engineering at California State University and all course requirements for the Master of Business Administration at Pepperdine University.  Also completed a special program in strategic planning at the Stanford Graduate School of Business

Enrolled to practice before the Internal Revenue Service  An Enrolled Agent (EA) is an individual, licensed by the U.S. Treasury Dept., who has demonstrated technical competence in the field of taxation to represent taxpayers at all levels of examination (audit), appeals and collections.  An EA is also licensed to render expert advice on tax matters and prepare tax returns.

Graduate Fellow-National Tax Practice Institute (NTPI)  The Graduate Fellow designation, earned upon completion of this program, signifies the highest level of tax representation expertise.  The tax representation training and experience provides valuable foresight.  Knowing what happens in audits, appeals and collections, helps avoid or minimize potential future problems early on during planning and preparation.

Certified Financial Planner™ (CFP®)  Board certification is based on:  A) Completion of a two-year, multi-part, upper division baccalaureate level program that covers the subjects of financial planning, investments planning, tax planning, retirement planning, risk management, employee benefits planning, and estate planning.  Curriculum completed at the College for Financial Planning. B) Proving proficiency in the above areas by passing a rigorous two-day, 10-hour comprehensive examination administered by the Board.  C) Continuing education.

Certified Investment Management Analyst (CIMA®) The CIMA® is an advanced education and certification program which includes two levels of study. Level I entails self-study of relevant research and applied thought in the investment management field.  Following the passing of Level I examination, candidates proceed to Level II, a graduate-level, week long class, held with faculty from Wharton, a top business school. A final examination completes this comprehensive program and recertification is contingent upon meeting ongoing continuing educational requirements set by the Recertification Committee.

Ahmad (Art) Husami has passed his Series 7 & 63 registrations from the Financial Industry Regulatory Authority (FINRA) to offer a broad spectrum of investment instruments including Stocks, Bonds and Mutual Funds, through Avantax.  Also, an active insurance agent (license #: 0B25259) to provide clients with life insurance, fixed and/or variable annuities, disability income insurance and long-term care insurance.  Husami & Associates is a Registered Investment Adviser with the state of California.

Art Husami has over thirty years of experience in the fields of computers, business, management, taxation and finance.  His collective, all-encompassing expertise has proven very relevant to small- and medium-size businesses and their owners. His credentials in the inter-dependent disciplines of Business, Taxes, Investment and Risk Management allow him to provide comprehensive, integrated business, tax and financial services.

Ahmad (Art) Husami is a registered representative offering securities through Avantax, a registered broker/dealer. Member FINRA/SIPC. Husami & Associates is a registered investment adviser with the State of California, Dept. of Corp. Investment advisory services, including fee-based asset management accounts held through NFS, LLC, are offered through Avantax, Inc. All other financial planning services are offered through Husami & Associates. Husami & Associates and Avantax are unaffiliated entities

 

Avantax affliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM Member FINRA, SIPC. Investment Advisory Services, including fee based asset management accounts held through NFS,LLC are offered through Avantax Advisors ServicesSM or Collins Financial Group. All other financial planning services are offered through Collins Financial Group. Collins Financial Group and Avantax Investment Services are not affiliated. Placing business through Avantax Insurance Agency CA Insurance #OB25259. The Avantax family of companies exclusively provide investment products and services through its representative. Although Avantax Wealth Management does not provide tax or legal advice, or supervise, tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your accounting and tax professionals for specific information regarding your individual situation.

 

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