Aly (Alyzain) Lakdawala, CFP® in

Aly (Alyzain) Lakdawala, CFP®

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Portfolio Associate at Sage Mountain Advisors
📍 Atlanta Metropolitan Area, United States

Alyzain Lakdawala is a Portfolio Associate at Sage Mountain Advisors with expertise in financial analysis and portfolio management. He holds a Certified Financial Planner (CFP®) designation and earned dual Bachelor of Business Administration degrees in Finance and Economics from the University of Georgia - Terry College of Business.

Born and raised in Atlanta, Aly is deeply committed to his community, serving on the board of the C5 Georgia Youth Foundation. Outside of work, he is passionate about traveling, food, and experiencing different facets of life. He is also an alumnus of the C5 program himself.

As a C5 alumnus, he represented the organization in China at Yangzhou University, fostering international connections.

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Experience
9 Years
Current Role
Portfolio Associate
Location
Atlanta Metropolitan Area, United States
Personality Overview

How Aly shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aly cares about

Financial Planning
Recently earned his Certified Financial Planner (CFP®) certification, demonstrating a commitment to helping clients achieve their financial goals through comprehensive planning.
Youth Mentorship
As a board member and alumnus of C5 Georgia, he is deeply involved in mentoring and developing the next generation of leaders from under-resourced communities.
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Career

Work history

1-2026
Portfolio Associate
Sage Mountain Advisors
1-2024 - 1-2026
Senior Financial Analyst
Sage Mountain Advisors
10-2019 - 1-2024
Financial Analyst
Sage Mountain Advisors
5-2018 - 9-2019
Operation Analyst
Strategic Blueprint, LLC
5-2016 - 3-2018
Valuation Analyst
AL Properties
In the press

Media appearances

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Education
2015 - 2019
Bachelor of Business Administration - BBA
University of Georgia - Terry College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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