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Iram Amir

Financial Associate

SageVest Wealth Management

United States, Minnesota, Washington

About Me

Iram Amir is a Financial Advisor Associate with SageVest Wealth Management. Iram supports financial planning and client servicing initiatives, such as meeting preparation and follow-up, and research projects. She maintains SageVest’s investment reporting systems, assisting with client and company-wide reporting and investment tracking efforts. Iram is also integrally involved in broad company projects such as year-end investment tax analysis support. Iram joined SageVest Wealth Management post her graduation from Virginia Polytechnic Institute and State University where she earned a Bachelor of Science (BS) in Finance, with a concentration in financial planning. She is a Candidate for CFP

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Profile Information

Financial Associate

SageVest Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Washington

Minnesota

United States

Feb 26, 2025

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