Karim Bekkadja, CFP®, RICP®

Examiner
DISC Type : cs

Partner and Private Wealth Advisor at Dynamic Capital Planning - Northwestern Mutual

Reston, Virginia, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Holistic Client Care
Demonstrates a commitment that extends beyond finance, using his personal network to assist clients with non-financial needs, such as finding specialized physicians.

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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Work History

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

Education

1999 - 2004
Education details unavailable from George Mason University – Costello College of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Reston, Virginia, United States Job Level : N/A Designation : Partner and Private Wealth Advisor at Dynamic Capital Planning - Northwestern Mutual
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Insights For Selling To Karim

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karim is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Karim

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Karim move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Karim take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Karim

Personality Compatibility


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