Reva Zhao Azeez came to the United States alone as a 15-year old 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 Advisor. 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, wealth management, and asset protection.
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. In 2022, Reva was ranked #8 in the nation by Forbes Top 100 Financial Security Professionals.
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 and Women MBA International.
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.