Bahi has over ten years of experience assisting individuals, families, and business owners in optimizing their balance sheets through strategic liquidity planning and liability management. With expertise in home financing, securities based lending, and structured lending, Bahi collaborates closely with financial advisors to create tailored financing solutions for each client.
Originally from Egypt, Bahi studied business at the American University in Cairo. He became a CERTIFIED FINANCIAL PLANNER® in 2023 and holds Series 7 and 66 security licenses.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.