Wealth Strategies Group since Apr 2003
Financial Representative
Park Avenue Securities since Apr 2003
Financial Advisor
Wealth Strategies Group since Apr 2003
Disability Brokerage Manager
Education:
University of Nevada-Las Vegas - College of Business 1999 - 2002
B.S, Managerial Finance and Management Information SystemsGraduated with Summa Cum Laude and Honors; Was honored as an Outstanding Student; Also honored as a Student Leader
American University in Dubai 1998 - 1999
Indian High School, Dubai
Skills:
Annuities Financial Services Long Term Care Insurance Disability Insurance Life Insurance Executive Benefits Retirement Planning Retirement Plan Consulting Qualified Retirement Plans Iras Financial Advisor Training Cpe Provider Debt Management Defined Benefit Plans Defined Contribution Plans Buy Sell Planning Key Employee Benefits Succession Planning College Planning Charitable Giving Estate Planning Wealth Accumulation Wealth Distribution Wealth Transfer Business Continuation Planning Separately Managed Accounts 401 Plans Profit Sharing Plans Cash Balance Plans Qualified Sick Pay Plans Term Life Insurance Whole Life Insurance Planning For Attorneys Planning For Business Owners Planning For Young Professionals Planning For Physicians Planning For Dentists Chartered Financial Consultant Certified Financial Planner Tm
Interests:
Reading on Business Leadership Spicy Food New Technology Wines From South America Carmenere Financial Ideas and Offers Racquetball Dining at New Restaurants Business Building Ideas/Planning Running Golf Travel Malbec Movies
Languages:
Hindi Sindhi English
Certifications:
Finra Cfp Board The American College Series 6 Series 63 Series 65 Series 7 Certified Financial Planner Tm Chartered Financial Consultant®