Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®

Education

  • Masters in Accounting (Financial Management), Kerala University, India
  • Degree in Law from Mahatma Gandhi University, India
  • Certified Associate Indian Institute of Bankers-Bombay, India

Awards & recognition

  • Ameriprise Circle of Success, 2008 and 2009
  • Ameriprise Client Experience Award, 2020 - 2021 - 2022 - 2023

Professional associations

  • Member, Financial Planning Association

Community participation

Attending Christmas carroll singing, attending other cultural gatherings, fund raising events for Indian community.

Interests

  1. Reading books on finance.
  2. Listening to Indian music while driving
  3. I take utmost care of my health following exercise programs, diet control etc

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.