Wealth Management Advisor - Hackensack
With 15 years of experience in financial services, I am currently a Senior Wealth Management Advisor at TIAA. I enjoy what I do because it gives me the ability to have a true impact on a client and their family’s long-term financial well-being. I find it both humbling and fulfilling to help them build up their personal sense of assurance and financial wellness. I specialize in financial planning, asset protection, tax and risk mitigation strategies, and investment management, as well as trust, estate, and wealth transfer planning. I have a team of associates I work with, bringing a family office dynamic to our clients. Together, we’re able to provide a broad range of comprehensive wealth management solutions for high-net-worth individuals, affluent families, healthcare professionals, corporate executives, endowments, and private family foundations. I have served as Senior Advisor to the Florida Association of Physicians of Indian Origin (FAPI) and a former Board Member for the Indo-US Chamber of Commerce.