Wajma Rasoul, MBA

Questioner
DISC Type : c

Wealth Advisor at Charles Schwab

Atlanta, Georgia, United States

Overview

Wajma 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.

Personality Overview

Cautious & Analytical

Price-Sensitive

Not Easily Convinced

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.

Topics They Care About

Advanced Estate Planning
Her experience includes advanced estate planning, and she shares content regarding complex wealth transfers and common mistakes in this area.
Comprehensive Financial Planning
Her career is focused on preparing holistic financial plans covering tax analysis, net worth, investments, and retirement for an exclusive clientele.
Independent RIAs
She has shown interest in how independent Registered Investment Advisors can strategically compete against larger wirehouse firms in the wealth management industry.

Media Appearances

Wajma has no verified media appearances

Work History

6-2025
Wealth Advisor at Charles Schwab
7-2018 - 6-2025
Private Wealth Strategist at Crescent Wealth Advisory
7-2016 - 4-2017
Financial Planner at Regimen Wealth, An Ameriprise Private Wealth Advisory Practice
10-2014 - 5-2016
Financial Planner at The Ayco Company, L.P., a Goldman Sachs Company
9-2012 - 8-2014
Paraplanner at Regimen Wealth, An Ameriprise Private Wealth Advisory Practice

Education

2007 - 2010
MBA from Georgia State University - J. Mack Robinson College of Business
2000 - 2003
BBA from University of Georgia - Terry College of Business

More Information

Social Presence :

Prographics :

Exp : 18 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Wealth Advisor at Charles Schwab
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Insights For Selling To Wajma

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Wajma is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Wajma

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Wajma move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Wajma take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Wajma

Personality Compatibility


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