Personal
Advice begins with your priorities, questions, and definition of progress.
About Rock One Advisors
Independent advice. Enduring partnership.
We believe financial guidance should be personal, understandable, and grounded in what matters to you.
Our mission
Dedicated to helping clients achieve their financial goals.
At Rock One Advisors, we are dedicated to providing personalized financial advice to help our clients achieve their financial goals.
Independence allows the conversation to begin with the client—not a product. We listen carefully, explain the tradeoffs plainly, and build recommendations around the life each client is working toward.
As circumstances evolve, we stay engaged. The goal is not a static document, but a durable decision-making framework and an advisory relationship that keeps pace with change.
Majid founded Rock One Advisors to bring personal, plain-spoken financial guidance to the people who need it most: corporate executives, athletes and their families, small business owners, and first-time investors. Over a career of more than 18 years in financial services, including time at Etrade and Merrill Lynch, he has helped clients turn complicated decisions into a clear, prioritized plan.
A former athlete and coach, and the father of two sons, Majid brings a coach's mindset to planning: know the goal, master the fundamentals, and stay disciplined when things get noisy. He holds FINRA Series 7 and Series 66 licenses, an MBA from the University of Phoenix, and a B.S. in Manufacturing Systems from North Carolina A&T State University. Rock One Advisors is based in Alpharetta, Georgia, and registered in Georgia, Louisiana, and Texas.
Clear
We explain the reasoning so you can make informed decisions without unnecessary jargon.
Connected
Planning and investments work together, with outside specialists involved as appropriate.
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