Zaki Financial LLC

Zaki Financial is a small, two-advisor registered investment adviser that serves individual clients (including high-net-worth and non‑HNW individuals), as well as charitable organizations and businesses. The firm provides discretionary portfolio management alongside financial planning services delivered as ongoing comprehensive engagements, project-based plans, or hourly work, and it also offers ongoing monitoring and advice for employer‑sponsored and other held‑away accounts.

The firm emphasizes active portfolio management using primarily fundamental analysis supplemented by technical, cyclical, and charting methods to inform sector and security selection, and constructs client portfolios around individualized investment policy statements. Investment recommendations and account supervision incorporate clients’ stated objectives, tax considerations, and, when relevant, religious or moral values, and the firm generally manages accounts on a discretionary basis where authorized.

Distinctive aspects include a principal who continues to practice medicine part‑time and combines medical board credentials with a CFP certification, which contributes professional experience outside of finance to the advisory process. Operating as a boutique with roughly $7 million in assets under management for about 40 clients, the firm offers a range of planning engagement formats and maintains institutional relationships with custodial platforms to support digital account servicing and reporting.