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Our financial advice team


Paul Kalani, Financial Advisor serving the Mount Laurel, NJ area - Ameriprise Advisors

Paul Kalani

Financial Advisor

Managing Director
Kalani Fontana Financial Group
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 4 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Saving for Education

Education

  • B.S. Economics, 1991
  • Rutgers University, New Brunswick, NJ
  • Hammonton High School Graduate

Awards & recognition

  • Ameriprise Atlantic Region Elite Advisor, 2022
  • Ameriprise Atlantic Region Elite Advisors, , 2017
  • Ameriprise Atlantic Region Elite Advisors, 2016
  • Ameriprise Circle of Success, 2010, 2013

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Sports Booster Club Member

Support various organizations that help the well being of the Community

Interests

-Family activities of Skiing / Snowboarding, Volleyball, Board games, Merica Games Tradition (Family vs Family of Backyard Fun)

-Golf

-Biking

-Landscaping

-Community Volunteer