Sharif Muhammad
Founder & CEO at Unlimited Capital Advisors, LLC | Somerset, New Jersey, United States
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Sharif Muhammad, as the Founder and CEO of Unlimited Capital Advisors, LLC, brings over 27 years of extensive experience across a diverse array of sectors, including Public Accounting, Investment Management, Hedge Funds, and Structured Finance. His multifaceted expertise allows him to deliver tailored financial solutions that meet the unique needs of a broad clientele, ranging from individuals to corporate executives. Under his leadership, Unlimited Capital Advisors specializes in comprehensive financial planning, investment research, and advisory services, ensuring clients receive informed guidance on wealth accumulation and retirement income strategies.
Sharif’s proficiency in tax planning and dispute resolution is particularly noteworthy, as he navigates complex tax landscapes to provide effective representation for clients. His commitment to excellence is evident in his meticulous approach to investment due diligence and management, where he leverages his skills in portfolio management and structured finance to optimize asset allocation and enhance returns. Additionally, Sharif is adept at estate planning and insurance planning, helping clients secure their legacies and protect their assets against unforeseen circumstances.
Key projects led by Sharif include the development of innovative financial strategies that integrate long-term care planning and college education funding, ensuring that families are well-prepared for future financial obligations. His role as a Certified Financial Planner underscores his dedication to fostering financial literacy and empowering clients to make informed decisions. With a focus on delivering exceptional value and personalized service, Sharif Muhammad continues to shape the financial landscape through his visionary leadership at Unlimited Capital Advisors.
Founder & CEO at Unlimited Capital Advisors, LLC in February 2021 to Present
Adjunct Professor at New York University in August 2022 to Present
Founding Partner at JMG CPAS LLC in January 2024 to Present
Founder and CEO at Unlimited Financial Services LLC in September 2009 to December 2023
Partner at J&M ASSOCIATES, CPAs PLLC in July 2013 to February 2021
AVP, Portfolio Management at Hudson Advisors, LLC in November 2008 to September 2009
CDO and Leveraged Loan Infrastructure Team Leader at SAC Capital in September 2007 to November 2008
Director at BlackRock in April 2004 to August 2007
Assistant Vice President at Ambac Assurance Corporation in April 2003 to April 2004
Manager at Deloitte & Touche LLP in October 1995 to April 2003
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New York University, BA, January 1992 to January 1997
NYU Stern School of Business, MBA, January 1997 to January 2000
Rutgers, The State University of New Jersey - Rutgers Business School, MS, January 2011 to January 2013
St. Benedict's Prep, HS Diploma, January 1986 to January 1992
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Auditing
Certified Financial Planner
Tax
Wealth Management
Portfolio Management
Structured Finance
Due Diligence
Capital Markets
Alternative Investments
Risk Management
Finance
Accounting
Investment Management
Asset Management
Investment Strategies
Financial Services
Hedge Funds
Financial Modeling
Asset Allocation
Financial Structuring
Securities
Equities
Financial Planning
Tax Preparation
Private Equity
Estate Planning
Employee Benefits
Retirement Planning
Annuities
Disability Insurance
Investment Advisory
Long Term Care
Cash Flow Forecasting
Retirement
Financial Analysis
Wealth
Pensions
Investments
Partnership Taxation
Budget Preparation
Personal Finance
Insurance Planning
College Savings Plans
IRA's
Retirement Income Strategies
Wealth Accumulation
Small Business Accounting
Personal Financial Planning
Series 66
Series 7
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What is Sharif Muhammad email address?
Email Sharif Muhammad at [email protected] and [email protected]. This email is the most updated Sharif Muhammad's email found in 2026.
What is Sharif Muhammad phone number?
Sharif Muhammad phone number is 7326627542.
How to contact Sharif Muhammad?
To contact Sharif Muhammad send an email to [email protected] or [email protected]. If you want to call Sharif Muhammad try calling on 7326627542. (updated on January 18, 2024)
What company does Sharif Muhammad work for?
Sharif Muhammad works for Unlimited Capital Advisors, LLC
What is Sharif Muhammad's role at Unlimited Capital Advisors, LLC?
Sharif Muhammad is Founder & CEO
What industry does Sharif Muhammad work in?
Sharif Muhammad works in the Accounting industry.
Sharif Muhammad Email Addresses
Sharif Muhammad Phone Numbers
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