14

My Approach

Dream > Plan > Track ®

You've been accumulating wealth and want to know how to allocate it. Mangat & Associates begins with the end in mind, your dreams. We help you clearly define what your goals are, and develop a sound financial plan designed to suit your needs. Once this plan is in place, we will help you track and update your progress. We can't wait to get started.

More...

Interests

  • This September I will be participating once again in the Susan G. Komen Race for a Cure in NYC. There is so much being done right now to fight breast cancer, and I know a cure will be found in our lifetimes.
  • Football Season is my favorite time of the year. Saturday and Sunday afternoons are a chance for me to be a little lazy in front of the tube and catch up with some buddies (unless my wife has other plans!). My favorite teams are the NY Giants and the Georgia Tech Yellow Jackets.
  • This fall I'll be running in my second ARMY 10-miler in Washington, DC. If you've never run it, you should because it's beautiful!

Community Participation

  • Volunteer Tutor - Trenton High School Main Campus
  • Non-Profit Affiliations: HomeFront, Share Our Strength (Ticket Chair), CASA of New Jersey (Board Member)
  • Princeton Chamber of Commerce

Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Saving for Education

Experience

Awards & Recognition

  • Ameriprise Chairman's Award
  • Circle of Success (2008 & 2009)

Qualifications

  • CIMA®  Certified Investment Management Analyst
  • CRPC®  Chartered Retirement Planning CounselorSM
  • CMFC®  Chartered Mutual Fund CounselorSM
View Definitions

Education

  • BS in Economics & International Affairs, Georgia Tech, Atlanta, GA
  • CIMA, The Wharton School of Business, Philadelphia, PA
  • CRPC & CMFC, The College of Financial Planning, Denver, CO

My Videos

More...