Hakim Dysart, AWMA®

Associate Wealth Advisor

Designations and Licenses

Hakim is an Accredited Wealth Management Advisor℠. He holds accident, health and life insurance licenses in California.

Experience and Education

Hakim assists the wealth advisory team with designing financial plans, implementing investment strategies and administering wealth advisory services. He began his career as an intern in the financial services industry in 2017. In his current role, he focuses on helping clients meet their needs and goals by understanding their best interests, values, hopes and dreams.

Hakim has a bachelor’s degree in economics from San Diego State University.

Personal Interests

Hakim is passionate about providing opportunities for the less fortunate and increasing their well-being. He volunteers and enjoys paying it forward through Just in Time for Former Foster Youth and Habitat for Humanity.

Outside of work, Hakim enjoys spending time at the beach and mountains, swimming, hiking, mountain biking and traveling with his wife, close friends and Belgian Malinois puppy.

Hakim’s Office

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