Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • MBA, Institute of Business and Finance, San Diego, CA, 2007
  • MSFS, Institute of Business and Finance, San Diego, CA, 2007

Previous experience

  • Financial Advisor, UBS Wealth Mgmt, Bedminster, NJ, 2004-2013
  • Financial Advisor, Citigroup Global Markets, Florham Park, NJ, 1993-2004

Community participation

Patrol leader, Boy Scouts Troop 84

President, Indian Cultural Organization (a non-profit organization)

Interests

I am fluent in Sindhi and Hindi