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Walid Petiri

RFC
Personal Finance, Retirement, Investing
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“Walid, as a fiduciary, provides objective advice, prudent strategies & a tailored plan that is designed to assist clients in obtaining, growing & preserving their wealth or in developing their business allowing them personal and professional satisfaction.”
Firm:

Financial Management Strategies, LLC

Job Title:

Chief Strategist

Biography:

Walid Petiri is the owner of Financial Management Strategies, LLC (FMS) a Registered Investment Advisor established in 2000. He has over two decades of financial experience that covers virtually all areas of finance from tax, insurance, stockbroker, personal financial planning and personal banking to corporate credit, business planning, and consumer lending.

He 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.

Mr. Petiri has frequently been heard on WEAA (88.9 FM) as a financial commentator, appeared on WMAR-TV 2 regarding the 2008 & 2009 economic downturn, and MTA Commuter Connections regarding residential land development. He has been interviewed and quoted by the Investment News magazine, written for the Journal of Personal Finance, is a frequent contributor to the IARFC publication, The Register, Popular Finance (of China), Minority Enterprise Advocate Magazine, and publishes a monthly financial advice column called the Foresight. Mr. Petiri was also quoted in Bankrate.com. Most recently, Walid’s articles can also be found in The Wall Street JournalAging News AlertMorningstar.comUSAToday.com, TheStreet.com, Wall Street CheatSheet, and Examiner. 

In June 2012, Walid was featured in SmartCEO Magazine - Baltimore for the 2012 Top Money Managers Wealth Management. Walid serves on the Finance Committee of Associated Black Charities and is a member of Bethel African Methodist Episcopal Church. He also serves on the Board of Directors for the Reginald F. Lewis Museum and is a devoted parent to his son and daughter.

Education:

BS, Business Management and Finance, AAMS, Montclair State University

Assets Under Management:

$60 million

Fee Structure:

Fee Only

CRD Number:

3101819

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