Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
17
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®

Education

  • Master of Science, St. Stephens College, Delhi, India
  • Master of Management Studies, Jamnalal Bajaj Institute of Management, Bombay, India

Interests

I believe that true success comes from living your life according to your core values. My core values are Gratitude, Family, Positive Attitude and Persistence.

I am grateful to have immigrated to the US and be able live the 'American Dream' in California. Spending time with my wife Rebecca and my daughters Rachel, Sara and Leah is important to me. I love biking and hiking: Rebecca and I have a goal to hike at all the 59 US National Parks.

I enjoy watching soccer and cricket and volunteer as an AYSO referee. I love listening to classic rock and jazz music and consider myself a die-hard Bob Dylan fan. My motto: "The best is yet to come"