Amir “AJ” Abdelwahed serves as a Co-Founder and Private Wealth Advisor at First Servant Wealth Management. With a passion for problem-solving, AJ specializes in creating customized solutions that address the unique financial needs and aspirations of his clients. His approach is built on a personal philosophy of helping clients visualize, prioritize, and attain their financial goals and dreams. AJ’s commitment to excellence is reflected in his consistent recognition as a Premier Advisor* and his appearance on the Forbes Best-In-State Wealth Advisors** list from 2019 to 2024.
Education and Credentials:
- Bachelor’s degree in Finance, University of Minnesota Duluth
- Certified Investment Management Analyst (CIMA®)
- Certified Financial Planner (CFP®)
- Wells Fargo Advisors Platinum Council (2009-2023)
- Forbes Best-In-State Wealth Advisors (2019 – 2024)
Personal Life and Interests:
- Married to wife Sarah; and father to daughters Sophia and Lucia
- Enjoys traveling, leisure boating on Lake Minnetonka, and all things food
- Hobbies include working out, playing pickleball, and being a car enthusiast
*In recognition of his achievements, AJ held the Wells Fargo Platinum Council distinction from 2009-2023. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
** The Forbes Best-in-State Wealth Advisors rating was presented in April 2024 using data gathered from June 2022 to June 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com).
