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

Areas of focus

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Charitable Giving

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • B.A., Economics and Business Administration, Rutgers University, New Brunswick, NJ

Awards & recognition

  • Lionheart Wealth Management, Ameriprise Client Experience Award, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

Agrawal Samaj USA

Interests

Spending time with loved ones, reading books, traveling, cooking different cuisines, practicing meditation, and playing low intensity sports.