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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Nasser Ahmad CFP®

CERTIFIED FINANCIAL PLANNER™

(408) 464-6427

nahmad@incomemaxfinancial.com

Nasser has been in the industry for nearly 10 years. He was most recently employed by Fidelity Investments, where he advised the firm’s high net worth clientele, which included corporate executives, doctors, and founders of...

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Kathy Maxey

Operations and Client Relationship Manager

(916) 779-1524

kathy.maxey@securitiesamerica.com

Cliff Wilson

Financial Advisor

559-225-4896

cliff.wilson@incomemaxfinancial.com

With a personal interest in the lives of his clients, Cliff takes a hands-on approach in developing and implementing investment strategies on their behalf. A strong believer that each client deserves consistent focus and attention, he...
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Seth Wilson CFP®

CERTIFIED FINANCIAL PLANNER™

559-225-4896

seth.wilson@incomemaxfinancial.com

Seth is a CERTIFIED FINANCIAL PLANNER™ who serves his clients in both areas of wealth management and comprehensive financial planning. His passion for serving his clients stems from a deep conviction to help others achieve their...
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