Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Tax Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

Interests

I am fluent in Sindhi and Hindi

Community participation

Patrol leader, Boy Scouts Troop 84

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

Previous experience

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