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Sharaz Khan

Founder & CFP^®

646.776.0572

sharaz.khan@ceterainvestors.com

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Demir Nikovic

Investment Advisor Representative

646.766.9332

demir.nikovic@ceterainvestors.com

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Our Approach

Your goals, your values, your plan. Learn how we turn conversations into customized strategies, rooted in education, built to evolve, and guided by what matters most to you.

How We Work

About Us

Get to know the people behind the planning. Our values, credentials, and why we do what we do. We’re here to connect, guide, and build something meaningful with you.

Meet The Firm

Our Process

What it’s like to work with us, step by step. From first call to lifelong partnership, you’ll always know what to expect and who’s walking with you through it.

See Our Process