SHAMS KHANShams Khan CPA CFP

Shams Khan, CPA, CFP, has more than 12 years of experience in accounting, tax, consulting and personal financial planning services to individuals and businesses. Mr. Khan has special expertise in a number of areas, including real estate, healthcare, and advisory services.

Mr. Khan is a licensed CPA and is Certified Financial Planner licensee. He received a Bachelor of Business Administration in Accounting from the University of Wisconsin-Madison.

He is a member of the American Institute of Certified Public Accountants and Florida CPA Society. Mr. Khan also volunteers at numerous not-for-profit organizations that need accounting and business advice in Chicago and Tampa area.
 
 

ALLAN PAULLAllan Paull Financial Planner

Allan Paull registered financial consultant has more the 19 years of experience in the Securities and Insurance industry. Mr. Paull has held positions with Marketing One securities, former banking firms Fortune Bank, Am South known as Regions Financial. Prior to the financial industry Mr. Paull was a real estate broker with WC&F reality advisers working with the resolution trust.   

 

 

 

BILL CUNNINGHAM

Bill Cunningham Real Estate Mortgage

 
Bill Cunningham is a licensed Realtor and Mortgage professional with over 15 years experience in the Real Estate and Finance industries.  Mr. Cunningham has in depth experience working with buyers and sellers in both the Residential and Commercial industries.  Mr. Cunningham is member of the Florida Association of Realtors (FAR), the Greater Tampa Area Realtors Association (GTAR), Florida Association of Mortgage Brokers (FAMB) and National Association of Mortgage Brokers (NAMB).
 
Prior to his involvement in Real Estate and Mortgages, Mr. Cunningham held senior management positions with some of the better known Wall Street firms, such as Standard Chartered Bank, Smith Barney and Salomon Brothers.

 

 



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