Farahnaz Paksima

Operations Manager

(301) 652-8702 x100

Farahnaz Paksima

Farahnaz joined the Equity Planning, Inc. team in 2012. She holds her MBA and BA in Business Administration. Her work experiences as an assessor and a project manager help her make certain the firm’s operational processes run smoothly and are compliant with internal and regulatory standards. Farahnaz enjoys working with clients and being a liaison between the firm and investment, insurance and regulatory agencies as well as all of the firm providers/vendors to include technology and other necessities.

She coordinates Equity Planning, Inc.’s marketing, social media and website management as well as compiles and creates a variety of analytical reports to aide advisors with client and firm reviews.

 

Farahnaz loves a fast-paced work environment while maintaining attention to detail and accuracy.  She is reliable, productive, welcomes new responsibilities, has a strong willingness to learn and believes in continuous improvement.

Farahnaz enjoys hiking, reading, traveling and above all spending time with family and friends.