2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Zaheer Poptani
Zaheer Poptani is a veteran wealth management advisor with over 25 years of experience helping business owners, tech founders, and high-net-worth families navigate complex financial lives. He is the CEO and co-founder of WealthTeamWork, a...
ABOUT ZAHEER
Zaheer Poptani is a veteran wealth management advisor with over 25 years of experience helping business owners, tech founders, and high-net-worth families navigate complex financial lives. He is the CEO and co-founder of WealthTeamWork, a multi-family office collaboration platform designed to help financial professionals work seamlessly across disciplines. Zaheer also serves as Partner and Chief Compliance Officer at Asempa Wealth Advisors, a fee-only RIA firm, where he oversees regulatory operations and client strategy. His work focuses on aligning estate, tax, insurance, and investment planning through structured collaboration.
