14625 McGee Dr
Whittier, CA 90604
Ahamad Manohorathat is a Registered Representative with Zuk Financial Group. With over 10 years of experience in the financial services industry, Ahamad approaches clients with dedication and attention to the details of their long term financial goals. Ahamad believes in providing clearly defined retirement planning and wealth building strategies that emphasize risk management and proper asset allocation. His specialty in fixed income and portfolio construction can be a plus for today’s pre-retirees and retired Baby Boomers who want to manage their portfolios, seek reliable sources of income and preserve their accumulated wealth.
Ahamad sets himself apart by establishing strong financial relationships with clients and places an emphasis on taking a holistic view in the process. Special and careful consideration is given to will/trust/estate planning, helping clients make prudent decisions as it relates to their defined benefit pensions such as CALSTRS, CALPERS and social security as wells as creating qualified retirement plans such as 401(k) and 403(b).
Prior to joining Zuk Financial Group, Ahamad devoted himself as a Financial Professional for one of the global leaders in the areas of life insurance, long-term care and annuities. Ahamad also developed his depth of knowledge in portfolio construction and learned the complexities of qualified retirement plans as an Area Sales Representative for one of the largest private investment management firms in the world.
Ahamad is a Registered Representative with LPL Financial. He holds FINRA series 6 and 63 registrations, is also licensed with the California Department of Insurance for Life, Disability, Health, Long Term Care Insurance, Variable Annuities, and is also a Covered California Certified Agent.
Ahamad earned a B.A. Degree in Economics from California State University, Fullerton. He and his wife, Georgette, a special education teacher at a middle school, were both born and raised here in Southern California. They enjoy their time with their 2 young boys and their sons’ youth sports activities. Ahamad has taken a recent enjoyment in golf, when not coaching his boys’ soccer and basketball teams. He also volunteers his time as a member of the Whittier HOST Lions Club.
CA Insurance # 0E01608