Abdur Akram

Abdur is a dedicated Wealth Advisor who specializes in working with entrepreneurs and business owners, helping them build, protect, and preserve their wealth and legacy. He began his career at Penn Mutual as a Risk Advisor serving small business owners, where he developed a deep understanding of the unique risks and opportunities they face. Over the years, his experience at Citibank and Bank of the West (BNP Paribas) expanded his expertise in addressing the complex financial needs of business owners and guiding them toward long-term success.

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With more than two decades of experience in banking and financial services, Abdur offers tailored strategies designed to grow wealth, enhance business value, and secure financial independence across generations. He holds the Accredited Investment Fiduciary (AIF®) and Certified Exit Planning Advisor (CEPA®) credentials, reflecting his commitment to high standards of integrity and client care.

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Outside of work, Abdur enjoys playing board games with his wife and two children, shooting hoops with his son, and exploring new countries together as a family.