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

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investment Management
  • Retirement Plan Distribution
  • Insurance
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Investments
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, 63
  • NJ Life and Health
  • Chartered Retirement Planning Counselor

Education

  • Bombay University, Major Business Accounting & Economics

Interests

I love spending time with my husband Suren, my daughter Priyanka and my son Abhi.

We have enjoyed our travels as a family to places like England, Egypt, Dubai, Jordan, India and in the past as well as recently we have gone to Arizona, California, Florida as well as other states in the U.S.

I enjoy reading fiction and personal development books, spending time outdoors, discovering new places and I remain a life long foodie.

Community participation

Volunteer at local library, Parent Teacher Organization, Member of New Jersey Association of Women Business Owners

Awards & recognition

  • Five Star Wealth Manager, 2012-2019