Jan Mohamed

Jan Mohamed is an accomplished speaker, facilitator, and coach. He is president of ConfidentVision, a Dallas-based firm specializing in providing innovative advisory services to the advisor community for their highly affluent clients. Jan and his partners offer their innovative process, The Maximum Wealth Navigator, to clients nationwide to enable them to develop strategies that reflect their core values and will also maximize their wealth.

Jan graduated from Indiana University of Pennsylvania with degrees in business administration and finance. He gained his CLU and ChFC designations from the American College in Bryn Mawr, Pennsylvania, as well as the CFP designation from the College for Financial Planning in Denver, Colorado.

A participant in the Strategic Coach® Program since 1999, Jan is currently in the Strategic Coach® Masters program and also attends quarterly sessions of Coach2®, an advanced program focused on the unique packaging of the entrepreneurial business.

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