Broker Check
Reva Zhao Azeez, CFBS

Reva Zhao Azeez, CFBS

Managing Partner

In 1998, Reva Zhao Azeez came to the United States alone as a 15-year old Chinese foreign student with no English language skills. A classically trained concert pianist, she chose to pursue a career in financial services in order to touch lives beyond the scope of her art. In 2010, Reva married her husband, Omar, also a financial professional. They merged their independent practices to establish their family business, a boutique financial firm now known as ROA Partners. The firm has developed a reputation in the Greater Houston community for offering comprehensive financial planning to closely held businesses.

Working with her husband, Reva feels a strong connection to members of family-owned businesses. “We relate to the needs of both families and businesses. We are able to provide suitable recommendations through an attentive mix of caring and science,” she explains. Reva specializes in business succession, estate planning, risk management, and employee benefits strategies.

Reva has been awarded numerous industry awards for her accomplishments, leadership, and rapid advancement in a highly competitive career.  In 2016, Reva was presented the 40 Under 40 award and in 2017 she was the Women Who Mean Business honoree by the Houston Business Journal, in recognition of her contribution to the Houston business community. Through mentoring and motivational speaking, she gives back to those who have nurtured her success. She is a mentor at the University of Houston Wolff Center for Entrepreneurship, Women MBA International UH Chapter, and the Murry Hill Institute, where she previously had a seat on the board. She is currently on the Board of Directors for Sky High for Kids, a nonprofit organization providing comfort and research for children undergoing life-threatening conditions.  

Reva attended the University of Houston, where she earned degrees in Finance and Marketing, and Certification in Entrepreneurship. Reva has completed the Certified Financial Planning post bachelor program at Rice University. She obtained the Certified Family Business Specialist (CFBS) designation through the American College in Bryn Mawr, Pennsylvania.

Reva Zhao Azeez is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. OSJ 3 Greenway Plaza Suite 1800 Houston TX 77046 (713)402-3800. ROA2 Partners, Inc. is not a subsidiary of MML Investors Services, LLC.or its affiliated companies.