Karim Bekkadja, CFP®, RICP® in

Karim Bekkadja, CFP®, RICP®

Examiner · DISC type cs
Partner and Private Wealth Advisor at Dynamic Capital Planning - Northwestern Mutual
📍 Reston, Virginia, United States

Karim Bekkadja is a Partner and Private Wealth Advisor at Dynamic Capital Planning, specializing in comprehensive financial and retirement income planning for families. He holds CFP® and RICP® designations and was recognized by Forbes as a Best-In-State Top Financial Security Professional. His prior experience includes roles at UBS, Morgan Stanley, and TIAA.

Originally from New York and raised in Virginia, Karim now lives in Northern Virginia with his wife and three children. He is an avid reader who enjoys exploring the outdoors, trying different cuisines, traveling globally with his family, and spending time at the beach.

He earned a degree in decision sciences, a field focused on using data and analytics to improve decision-making.

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Experience
19 Years
Current Role
Partner and Private Wealth Advisor
Location
Reston, Virginia, United States
Personality Overview

How Karim shows up

Overcautious
Status Quo Seeker
Process Oriented

The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Priorities

Topics Karim cares about

Retirement Planning
Specializes in working with clients who are retired or nearing retirement, aiming to provide them with peace of mind and a clear path to financial freedom.
Tax Law Changes
Proactively discusses changes in tax legislation, such as the SALT cap and its potential impact on Social Security, to keep his clients informed.
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Career

Work history

11-2020
Partner and Private Wealth Advisor
Dynamic Capital Planning - Northwestern Mutual
11-2020
Partner and Private Wealth Advisor
Northwestern Mutual
8-2014 - 11-2020
Wealth Management Advisor
TIAA
8-2008 - 8-2014
Financial Advisor
Morgan Stanley
12-2006 - 8-2008
Investment Associate
UBS
In the press

Media appearances

Karim Bekkadja, Partner and Private Wealth Advisor – Northwestern Mutual Advisor Profile. Featured in Northwestern Mutual
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Team | Reston, VA - Dynamic Capital Planning. Featured in Dynamic Capital Planning (Northwestern Mutual)
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Education
1999 - 2004
Education details unavailable
George Mason University – Costello College of Business
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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