Mr. Petiri is a Registered Investment Advisor. His nearly two decades of financial experience covers virtually all areas of finance from tax, insurance, stockbroker, personal financial planning and personal banking to corporate credit, business planning and consumer lending. His career positions include MBNA America Bank, the Internal Revenue Service and American Express Financial Advisors, Inc.
Walid is a graduate of New Jersey's Montclair State University with a degree in both business management and finance. Mr. Petiri is a recipient of the Accredited Asset Management Specialist designation from the College of Financial Planning in Denver, Colorado. He is also a Registered Financial Consultant and select member of the International Association of Registered Financial Consultants, an organization of professional financial advisors who are required to maintain a high standard of education, experience and integrity. He also serves on the Board of Directors for the Reginald F. Lewis Museum.
Read our latest business case study which highlights a total improvement of 250% increase in cash reserves and savings after two years.
Press Release - 2012 Reginald F. Lewis Museum of Maryland African American History and Culture for the Wisdom, Wealth, and Wellness Conference
Press Release - 2010 Legislative Black Caucus of Maryland selects Chief Strategist of Financial Management Strategies, LLC as Session Moderator
Press Release - 2011 Reginald F. Lewis Museum of Maryland African American History and Culture for the Wisdom, Wealth, and Wellness Conference
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