As a financial advisor and limited partner with Edward Jones, I work with multi-generational families to help them organize, build, protect, enjoy and transfer their family wealth effectively according to their wishes. I do this by understanding their needs, long-term and short-term goals, risk tolerance, honest wishes and truly understanding what is important to the clients. I then utilize established processes that allow us to build personalized strategies to help clients achieve their goals. Finally, I partner with the clients for the rest of their lives to keep them on track to help achieve their goals.As a Certified Exit Planning Advisor® (CEPA®) designation holder, I provide specific education on how to help business owners have a successful exit by assessing business readiness, strengthening personal financial strategies, and aligning them to personal goals. My knowledge base in the following business-focused areas are: *Exit planning considerations for business owners*The importance of business valuation*Personal financial management *Estate and charitable intent strategies*Estate considerationsI have been with Edward Jones since 2014 and currently serve over 250 clients. I use a consultative process to gain a detailed understanding of my clients' deepest values and goals. I then employ customized recommendations designed to address each client’s unique needs and goals beyond just investing. Successful individuals and families work with me to:*Develop and implement a comprehensive wealth strategy to help them reach their financial goals.*Make smarter decisions in today’s uncertain political, economic and social environment.*Obtain an independent second opinion from a financial advisor in their community.With the support of my Branch Team, I provide exceptional client service in a professional, personal and friendly manner from my office in Parsippany, NJ. My position as a financial advisor allows me the privilege of witnessing generations of my clients and their families go to college, save for travels, enjoy their hobbies and eventually retire with dignity. Experiencing those successes inspires me to serve my clients and give advice on what truly matters most to them. I am licensed in several states and can serve clients and their loved ones nationwide.Ozzie Niazi973-694-3949Ozzie.niazi@edwardjones.com