Our Mission
Our mission is to provide investment strategies that seek to align with both Islamic principles and financial objectives. We strive to offer personalized guidance by analyzing financial and ethical factors, aiming to help our clients pursue their investment goals while adhering to their values.
Hussam Zayyad
My goal is prioritizing the beliefs and values of my clients. I've seen how challenging it can be to find personalized recommendations from an advisor you trust and enjoy working with. This challenge becomes even greater when seeking ethical or halal investing options. Disappointed by the lack of financial solutions that truly align with Islamic law and socially conscious values, I was inspired to establish Takaful Wealth Management.
As your financial advisor, I invest time in understanding your dreams before you invest your money. My approach goes beyond numbers – I look at the complete picture to evaluate risks and opportunities. By collaborating closely with you and your professional team, I help create strategies that give you the confidence that comes from having an advisor committed to your success.
As a Wealth Management Advisor with an MBA from NIU and an MS in Financial Planning from Boston University, I have over 10 years of experience helping clients pursue their financial goals, both domestically and internationally.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Retirement Income Certified Professional (RICP®)
Chartered Financial Consultant (ChFC®)
Certifed Exit Planning Advisor (CEPA)
Our Process
Our comprehensive six-step approach is designed to ensure a thorough, personalized financial planning:
Step 1: Discovery Meeting
to understand your unique goals and objectives.
Step 2: Gather Data
to develop your personalized plan.
Step 3: Analyze and Develop
to get a clear understanding of your financial goals and objectives. Then analyze your portfolio to identify any gaps that may exist.
Step 4: Plan Presentation and Delivery
and provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
Step 5: Implement
we work with you to implement* your strategies and secure the required products and services to help you strive for financial freedom.
Step 6: Monitor & Update
we work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services my result in commissions or fees outside the financial planning fee.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 30 S. Wacker Dr, Suite 2700 Chicago, IL 60606. 630-441-1000. Takaful Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.