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Our financial advice team


Sudhir K Agrawal

Sudhir K Agrawal

CFP®, CPA, CDFA®

Private Wealth Advisor

Business Financial Advisor
Ami Financial Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 45 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Charitable Giving

Interests

  • I enjoy traveling with my wife & daughters.
  • Duplicate bridge, Biking & of course Yoga.

Community participation

Chair Fund Development - Porter-Leath

Past President - Board of Trustees, Memphis Museum Systems, Memphis, TN

Past President, Memphis Chapter of Tennessee Society of Certified Public Accountants

Past Board of Governers, Community Foundation of Greater Memphis.

Past Board of Trustees, India Cultural Center & Temple, Eads, TN

Past Treasurer, Leadership Memphis, Memphis TN

Awards & recognition

  • Five Star Wealth Manager, 2012-2020
  • Premier Protection award, RiverSource Life Insurance Company , 2013
  • Ameriprise Circle of Success, 2018-2020

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • CPA  Certified Public Accountant

Education

  • Bachelor'of Business Administration, University Of Memphis, Memphis TN
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