Syed Nishat, CFP®,CPFA®, BFA™

Syed Nishat is a CERTIFIED FINANCIAL PLANNER^® and Partner at Wall Street Alliance Group and author of an eminent Physician Financial Planning Blog where he analyzes important and timely investment, tax and estate planning strategies. He holds a Bachelor’s degree from University of Nevada Reno and has been awarded the Certified Plan Fiduciary Advisor (CPFA^®) & Behavioral Financial Advisor (BFA™) designation. Syed was featured in the Wall Street Journal as part of their “Ten Five Star Wealth Managers You Need to Know” and was named to the WealthManagement.com 2019 Thrive list of fastest-growing advisors in the nation as well as featured as Top Advisor by Participant Outcomes (TAPO) on 401(k) Specialist Magazine. He has been quoted in prominent publications like Forbes, US News and is sought out for his views on wealth management topics. InvestmentNews has recognized Syed Nishat as a 2022 Excellence in Diversity, Equity and Inclusion Award winner.

Syed Nishat was also named to Forbes’ Best-In-State Wealth Advisor list for 2024. The Best-In-State Wealth Advisor List spotlights the top performing wealth advisors across the country.

Read about Syed’s journey here: https://www.dandiin.com/individual-awards/see-it-be-it-role-model-24/ .

Syed Nishat is a ThinkAdvisor 2022 Luminaries Awards Finalist in the Community Impact category! This award acknowledges those leading and guiding key decisions, including strategy, product development, hiring, the use of technology and more, in successful, innovative, and dynamic ways. It recognizes those making the decisions that matter most in this fast-changing environment and that support bold strategies producing both quantitative and qualitative results for their practices, teams, firms and the broad financial services community Syed’s articles and interviews about asset protections and common financial mistake by physicians were published in Medscape, Medical Economics and MedPage Today. Syed also specializes in Erisa 401k & Defined Benefit Plans and his publications and quotes are in Plansponsor, 401k Specialists, BenefitsPro, & Fiduciary News. He has lent his expertise on panels, where he’s often asked for tips on developing next-generation advisors. Syed serves as a co-treasurer at The Wendhorn, a housing corporation located in New York City consisting of 192 units, where he plays a key role in managing financial aspects of the housing corporation. When Syed is not working, he enjoys traveling with his wife, Sonia and sons, Ayaan & Noah.

Disclosure for Five Star, Thrive & FT, ThinkAdvisor

“Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.”