Fateh Sokkar started his Wealth Management practice like most financial advisors do, as a general practitioner. For many years, he built a well-rounded practice working with local businesses and individuals helping them become disciplined with their wealth-building strategies. By chance, he started to develop a following of local Massachusetts dentists, mostly by word of mouth. He quickly realized that he wanted to change the direction of his general practice, and focus his efforts on serving members of the dental profession.
In March of 2022, Fateh met Tyler Destefano through a mutual client. They quickly realized the potential synergy of combining Fateh’s Wealth Management background with the Doctors Disability Specialists national reputation of excellence. After months of what seemed like a mutual ongoing interview, Fateh officially joined DDS in September of 2022 to start offering Wealth Management Services to DDS clients across the country. Fateh will begin meeting with clients, one at a time, while simultaneously building a team of financial advisors that will be needed to support clients over all 50 states.
Fateh believes that retirement is one of the most expensive life events someone will ever save for. Many other of life’s ambitions, such as education or buying a business, can be realized through loans. Since taking a loan for a potential 30-year retirement horizon isn’t a reality, he believes that saving at a young age, even if a very small amount, is a down payment on a financially successful retirement.
Fateh has over 25 years of experience in Finance, Investments, Accounting, Auditing, Communications, and Public Relations; including 12 years working with United Nations agencies, such as UNIDO and UNEP, as well as the EU European Commission Project in Egypt. Fateh is fluent in English, Arabic, Italian, and French, and believes in the importance of continuing education to provide the best service to his clients.
Fateh also serves as the President of the Norwood Rotary Club in Massachusetts (2019-2022).
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.CA Insurance Number 4263912