Bahi Beshara has over ten years of experience assisting individuals, families, and business owners in optimizing their balance sheets through strategic liquidity planning and liability management. With expertise in home financing, securities-based lending, and structured lending, Bahi collaborates closely with financial advisors to create tailored financing solutions for each client.
Originally from Egypt, Bahi studied Business at the American University in Cairo. He became a certified financial planner in 2023 and holds Series 7 and 66 security licenses.