Mohamed Shoukr, QPFC®
Vice President & Financial Advisor
As a seasoned Financial Advisor and Vice President at Seventy2 Capital, Mohamed specializes in institutional retirement plans, executive benefit programs, and comprehensive wealth management for high-net-worth individuals. He partners with plan sponsors and private clients to build financial strategies that align with long-term objectives, whether through tailored retirement solutions or personalized wealth preservation and wealth planning. With over 40 years of experience in financial services, He brings deep technical knowledge and a client-first approach to every relationship. Mohamed holds the Qualified Plan Financial Consultant (QPFC) designation—credentials that reflect his commitment to fiduciary excellence and holistic financial guidance.
His core focus areas include:
- Retirement Plan Design & Oversight (401(k), 403(b), Executive Plans)
- Investment Due Diligence, Plan Benchmarking & Fiduciary Guidance
- Participant Education & Financial Wellness Strategies
- Wealth Preservation & Wealth Planning for High-Net-Worth Clients
- Institutional Consulting for Corporations & Nonprofits
Before joining Seventy2 Capital, he held advisory roles at Minnesota Mutual and PennCorp Financial Group and spent more than two decades at Wells Fargo Advisors. Outside of work, Mohamed enjoys spending time with family, hiking, skiing, and playing tennis.