Ayaz Hasan

Oz believes real wealth planning is about empowering people to make informed, confident decisions that align with their core beliefs. With nearly 20 years of experience, he provides thoughtful, forward-looking guidance that evolves alongside his clients’ careers, families, and financial goals.

Oz supports mid-career professionals building toward financial freedom and those approaching retirement who want to make the most of their next chapter. Outside of work, he enjoys being outdoors with his two young sons, clearing his head on long runs, and supporting organizations that serve children with special needs—a cause close to his heart. He brings that same empathy and passion to every client conversation.

Get to Know Ayaz!

My favorite vacation spot is:

“Las Vegas, NV”

Who, living or dead, would you like to invite for dinner:

“Muhammad Ali”

What makes you happy:

“Hanging out with my two little boys”

Three words that describe you:

“Humble, Optimistic, Empathetic”