Sany Bilani puts his expertise in trading and portfolio reporting to good use by assisting our wealth advisors with meeting preparation and running retirement plans. He also is responsible for rebalancing portfolios and executing trade orders.
“It’s important to not only work hard but work smart to help achieve client goals,” he says. “The world is constantly changing so I’m always ready to adjust on the fly.”
What is your favorite quote?
“Age is a number. Youth is an attitude.”
– Me
Who or what is your inspiration, and why?
My parents. They have overcome a lot of adversity and relocated their whole life and everything they knew for a better life for their kids.
What’s a fun fact about you?
I am a descendant of an ancient Phoenician prince.
I also have striking facial similarities with the rapper 50 Cent.
What’s your favorite trip or adventure that you’ve been on?
South Africa, Eurotrip, and biking through NYC, Philadelphia, and Pittsburgh.
What are your specific goals for KWM clients?
Help clients achieve all their goals by laying the best possible financial infrastructure to succeed.
Barron’s
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 6,186 individual advisors and theirfirms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The ranking may not be representative of anyone client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Kaydan Wealth Management, Inc. does not pay a fee in exchange for this award/rating. Barron’s is not affiliated with Kaydan Wealth Management, Inc.
Forbes
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.shookresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Forbes is not affiliated with Kaydan Wealth Management, Inc.
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