To me, financial planning is personal.
It’s about more than numbers or investments — it’s about people’s lives, dreams, and well-being. I became a financial planner because I saw firsthand how powerful it is to have someone you value guiding you through life’s big decisions. Now, with over a decade of experience, it’s a privilege to be that person for others.
I’m here to listen, educate, and help you feel confident about your next steps. I believe in making planning approachable, honest, and tailored to your story. No judgment, no pressure — just thoughtful guidance that puts you first.
I hold a CFP® designation and am fully licensed to provide investment and insurance solutions, but what truly sets my work apart is my ability to make you see the full picture and plan accordingly.
Originally from Damascus, I now live in New Jersey with my husband and our two little ones, Leila and Jude. Being a mom has deepened my passion for helping families feel confident and supported. When I’m not working, I’m practicing yoga, traveling with my family, or diving into books on personal growth and financial innovation. I love creating space — for my clients and myself — to think clearly, dream big, and move forward with purpose.
If you’re looking for someone who will care about your life as much as your finances, I’d be honored to be part of your journey.
Phoenix Financial Group was founded in 2022, inspired by a transformative seminar we attended in Phoenix, Arizona. The symbolism of the phoenix bird - renowned for its strength, resilience, and ability to rise again - resonated deeply with us. This powerful metaphor perfectly encapsulates our dedication to helping clients navigate challenges and build a robust financial future.
General Information |
| Name of Broker/Dealer: | LPL Enterprise |
| States Licensed in: | NJ |
| Number of Years with Current Firm: | 10 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Foreign Languages Serviced: | Arabic |
| Advisory Services Provided: | Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Commissions, Based on Assets |
Financial Services |
| Financial Planning for Individuals
I provide comprehensive financial planning for individuals, including but not limited to budgeting, investing, retirement planning, tax strategies, and risk protection designed to simplify decisions and maximize results. |
| Portfolio Management
We provide personalized portfolio management to help grow and protect your investments, balancing risk and return based on your goals. We offer a wide range of investment options, from traditional choices to more complex structures. |
| Retirement Planning
We create customized retirement plans that coordinate 401(k)s, IRAs, Roth IRAs, pensions, and Social Security. My goal is to maximize your income, minimize taxes, and protect your assets so you can retire with confidence. |
| 401K Rollovers
Take control of your old 401(k) by rolling it into an IRA or new plan. Ill help you choose the best option for your goals, simplify the process, and make sure your savings stay protected and growing. |
| Insurance Planning
I help you protect your wealth, family, and legacy with insurance strategies covering life, disability, and long-term care so youre prepared for whatever life brings. Safeguard your assets, provide for your family, and ensure your legacy lasts. |
| Annuities
We strategically use annuities within your overall financial plan to provide steady income, reduce market risk, and support your long-term goals especially nearing and during retirement. |
| Education Funding and Planning
Give your kids the best start without sacrificing your financial future. I design personalized education funding plans, covering 529s, savings, and investment strategies, to make college more affordable. |
| Investment Advice & Management
Put your money to work the right way. Ill guide you with investment advice and active management covering stocks, bonds, ETFs, and alternative strategies so your portfolio keeps up with your goals and risk tolerance. |
| Money Management
Smart money management goes beyond budgeting. Ill help you create a personalized plan for saving, investing, and reducing debtso you can stress less and reach your financial goals faster. |
FAQs |
How are you compensated? How will I pay for your services?Your first consultation is always free. It's a chance to see if we're a good fit and if any of my services make sense. From there, I'm compensated in three ways: |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?It depends on the type of account you open. For managed (discretionary) accounts, I have the ability to make buy and sell decisions on your behalf, always in line with your agreed-upon strategy, so you don't need to approve every trade. For brokerage (non-discretionary) accounts, I do need your permission before executing each transaction. |
Will you be the only person working with me?Your main relationship will always be with me. I'll personally guide your financial planning and be your primary contact. In my absence, I have two partners who are fully prepared to handle your planning needs, along with a dedicated support team that provides customer service across all of the solutions we offer. |
How much risk should I be willing to take?The right amount of risk is different for everyone. It depends on your goals, time horizon, and comfort level. My role is to help you find the balance between growth and protection that feels right for you. |
Have you ever been charged with any breaches?No |
Disclosures |
|
Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 7:00 PM |
| Tue. | 9:00 AM - 7:00 PM |
| Wed. | 9:00 AM - 7:00 PM |
| Thu. | 9:00 AM - 7:00 PM |
| Fri. | 9:00 AM - 7:00 PM |
| Sat. | 9:00 AM - 1:00 PM |
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