Virginia Office

Haider Sharifi, CFP®

Wealth Manager & Director of Financial Planning

Haider Sharifi is a Wealth Manager & Director of Financial Planning with Equity Concepts, a premier wealth management firm in central Virginia.

Haider began his professional life at Morgan Stanley in 2003. While he was there, he saw the overwhelming lack of financial literacy as well as the need and desire for objective, client-centered financial advice rather than product sales to the public. That drove him to begin his own financial planning practice that provided true advice and guidance clients wanted and needed through the Great Financial Crisis in 2008.

In 2013, he was recruited by Equity Concepts to build out the Advanced Planning Desk and Financial Planning platforms for the firm. He continues to serve clients by helping them to identify and achieve their long- and short-term financial goals.

Haider received his Bachelor’s degree from the University of Virginia and currently holds the following Financial Regulatory Authority (FINRA) licenses: Series 7, and 66 Haider is a CERTIFIED FINANCIAL PLANNER™ practitioner.

As someone who understands his personal “why,” Haider has been actively engaged in the Richmond community. He is the current Chair of the Board for Needles Eye Ministries, was a former Board Member of the Greater Richmond Chamber of Commerce, Former Chair of the Richmond Business Council of The Greater Richmond Chamber of Commerce, and Past President of the UVA Club of Richmond.

Haider lives in Midlothian, Virginia with his wife, Tiffini and daughter, Anaya, along with his several guitars, and two cats, Simmy & Gracie. On the weekends, they enjoy time with friends & family, serving at their church, and enjoying cultural events in the community.

Email address: haider.sharifi@equity-concepts.com


Haider's Wealth Advisory Board