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
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Intergenerational Planning
  • Investment Management
  • Saving for Education
  • Small Business
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Insurance
  • Charitable Giving
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Investments
  • Family Finances
  • Domestic Partner Planning
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • MBA, Colgate Darden School, University of Virginia, Charlottesville,VA
  • ME In Civil Engineering, University of Virginia, Charlottesville, VA
  • BS in Civil Engineering, Indian Institute of Technology(IIT), Mumbai,India

Awards & recognition

  • Ameriprise Circle of Success, 2007
  • Five Star Wealth Manager, 2015 , 2016, 2017, 2018, 2019

Professional associations

  • I am a memeber of Financial Planning Association

Community participation

Member of my local temple and community center.

Interests

I love to spend time with my wife Sujata (Sue) my kids Karina and Kunal and my dog Lucky.

As a family we enjoy traveling around the world. A few recent places are India, Italy, Caribbean, Spain and within the United States we have gone to California, Florida, Washington D.C. and Alaska.

I like to read and am constantly educating myself.

I am active in my local temple in Somerset, N.J.

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.