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Seattle-Kirkland

Jamshed Umarzoda

CFP®

Associate Wealth Advisor

5110 Carillon Point
Kirkland, WA 98033

Jamshed Umarzoda

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Jamshed Umarzoda

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Jamshed

Jamshed works closely with individuals and families to deliver comprehensive financial planning that truly reflects their unique values, goals, and dreams. He genuinely loves helping clients navigate the often overwhelming complexities of their financial lives, offering guidance with care, patience, and a deep commitment to their long-term success. For Jamshed, it’s not just about managing wealth—it’s about building meaningful relationships and empowering clients to feel confident and secure in their financial future. He believes that when clients have clarity and peace of mind around their finances, they can focus on what matters most—whether that’s spending time with loved ones, pursuing passions, or creating a lasting legacy. Every conversation is an opportunity for Jamshed to listen, understand, and tailor solutions that fit each client’s life story, turning financial planning into a source of hope and possibility.

Prior to working at Focus Partners Wealth, Jamshed was an Associate Wealth Advisor at Bordeaux Wealth Advisors, bringing a global perspective and diverse financial knowledge to the firm’s Seattle office. His background spans private equity, venture capital, investment banking, and financial consulting, where he gained hands-on experience in financial analysis, strategic planning, due diligence, business restructuring, and capital advisory. This multidisciplinary foundation enables Jamshed to guide clients across the full spectrum of wealth management needs.

Originally from Dushanbe, Tajikistan, Jamshed now lives in Seattle with his wife and young son. Outside of work, he enjoys traveling, cooking for family and friends, and staying active through outdoor sports.

Education and Professional Milestones

- KIMEP University – bachelor’s degree in finance, magna cum laude

- Member of Seattle Alternative Investment Association

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