ZAHEER POPTANI
Zaheer Poptani is a veteran wealth management advisor with over 25 years of experience helping business owners, tech founders, and high-net-worth families navigate complex financial lives. He is the CEO and co-founder of WealthTeamWork, a multi-family office collaboration platform designed to help financial professionals work seamlessly across disciplines. Zaheer also serves as Partner and Chief Compliance Officer at Asempa Wealth Advisors, a fee-only RIA firm, where he oversees regulatory operations and client strategy. His work focuses on aligning estate, tax, insurance, and investment planning through structured collaboration.
Zaheer Poptani is a veteran wealth management advisor with over 25 years of experience helping business owners, tech founders, and high-net-worth families navigate complex financial lives. He is the CEO and co-founder of WealthTeamWork, a multi-family office collaboration platform designed to help financial professionals work seamlessly across disciplines. Zaheer also serves as Partner and Chief Compliance Officer at Asempa Wealth Advisors, a fee-only RIA firm, where he oversees regulatory operations and client strategy. His work focuses on aligning estate, tax, insurance, and investment planning through structured collaboration.
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