Five Star award winner Inaam Ziyadeh

PROFESSIONAL PROFILE

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Inaam Ziyadeh

President & CEO

Ethos Financial

221 N Kansas St Ste 1201

El Paso, TX 79901

Office: 915-759-4072

inaam@ethosfin.com
www.ethosfin.com

Professional Approach

Ethos Financial was founded on the principles of honesty and integrity. When it comes to financial planning, there is no one size fits all plan.

At Ethos, our focus is you.

Our financial planning process for individuals and businesses is based on your needs and goals, short- term and long term. When you come to Ethos, you are working with someone that cares about you and your future.

As a financial professional, with a repertoire of business, and active member of the community, Inaam has dedicated her time to helping individuals and businesses achieve their financial goals through planning strategies. This dedication has led to the birth of Ethos Financial, a financial services business focused on helping every person that comes through the door work towards their financial goals.

Inaam assists business owners and medical professionals build a solid foundation for financial wellness by helping protect their income, build their net worth, invest, evaluate tax strategies, and plan for unexpected events. She strives to provide a high level of customer service.

See Accomplishments

This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 10/10/23 through 4/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1907 Greater Texas-area wealth managers were considered for the award; 94 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,757, 90, 3.3%, 7/1/23, 10/10/22 - 5/5/23; 2022: 2,649, 82, 3%.

Click to access BrokerCheck

Check the background of this financial professional on FINRA's BrokerCheck. Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Inaam H. Ziyadeh, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor, and a member of the Principal® Financial Network. Ethos Financial is not an affiliate of any company of the Principal Financial Group. CA Ins #0L98851. 3719727-082024

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.