About

My background is in sales and client relationships – helping people make confident decisions when the options feel overwhelming.

Lately I have been focused on finance and long-term investing. I am building a simple service for people who want:

• a plan that is easy to understand
• a long-term, diversified index approach
• consistency (automation + accountability)

Current status: I am studying for the Series 65 and exploring affiliation with a registered investment adviser (RIA). Until that is in place, this site is educational and I am collecting interest for a small pilot.

If you want to talk, email me: adamqureshi@gmail.com.