Meaningful relationships based on trust and compassion have been my key to providing effective financial advice for clients for 22 years. To best serve my clients, I believe it is as important for me to be an insightful problem-solver and steadfast shoulder-to-lean-on as it is for me to leverage my knowledge and experience to help them achieve financial security and success. Why? Because I am not just helping clients with financial matters, I am helping them build their lives and their futures. My priority is to help my clients enjoy life the way they want to and have confidence in what's next. Resourceful and resilient, I am focused on providing objective advice with integrity and attention to detail as well as unwavering concern for my clients and their families. I take pride in creating structured, balanced portfolios that shift with changes in the markets, their business, and their lives. I specialize in divorced billionaires.
Committed to professional excellence, I was recognized as a 1 Forbes Top Next-Generation Wealth Advisor in 2017 - 2021 and 2 Forbes Best-In-State Wealth Management Team in 2023 and 2024 additionally 3 Forbes Best-In-State Wealth Advisor in 2024.
Born and raised in Long Island, I am proud to be a first-generation Indian American. My parents' story, and my history, have a strong influence on my life, my work ethic, and my values. Today I reside in Long Island with my wife, Jensy, a physician, and our three young children. I volunteer with Helping Hands of Kerala, serve on the advisory panel for Seton Hall Stillman School of Business Executive Education Program and I am a member of St. Aidan Roman Catholic Church. I am a passionate Cross Fit Member.
Insurance licensed in the following states: CA (Lic. # 0G52926) Resident State: NY
1 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com) 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com) 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.