Wajma Rasoul, MBA
Questioner · DISC type cWajma is a Wealth Advisor at Charles Schwab with extensive experience since 2006 in comprehensive financial planning. Holding an MBA from Georgia State University, she specializes in tax analysis, investment strategy, retirement planning, and advanced estate planning, focusing on clients with complex needs.
She emphasizes a service-oriented approach, combining sound technical knowledge with a warm and caring attitude. Wajma works closely with clients to understand the family dynamics that shape their financial goals and expectations, ensuring her advice serves their best interests.
Her posts highlight a specific interest in navigating the complexities of wealth transfers and common estate planning mistakes.
Read the full overview →How Wajma shows up
While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.
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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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