Broker Check

Princeton Executive Center
4301 Route 1 South; Suite 220
Monmouth Junction, NJ 08852

LinkedIn YouTube

United Wealth Group LLC

(732) 355-1050

 
Asghar A Kazim, CLU®, ChFC®, CFP®

Asghar A Kazim, CLU®, ChFC®, CFP®

Principal & Co-Founder

Asghar is the Principal and Co-founder of United Wealth Group LLC, a wealth management firm in Princeton, NJ. For over 20 years, Asghar has carried a passion for helping people realize their financial potential and optimize their assets.

Asghar works with a network of Planning Professionals, Money Managers, Estate Planning Attorneys and CPA's to bring a customized Institutional style Investment program and a detailed financial analysis. In his plans, Asghar addresses his clients Insurance, Retirement planning and Wealth accumulation and preservation needs.

He works primarily with small closely held businesses and high net worth individuals in all aspects of financial planning and coaching.

 

  Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian

 United Wealth Group LLC is not a registered investment advisor.

Areas of focus:

Defined Benefit/401K Plans.

Investment Management.

Estate and Trust Planning.

Wealth and Risk Management

 Awards/Distinctions:

Life and qualifying member of the Million Dollar Round table (MDRT.org): 1999- 2015

Inducted to the MDRT Honor Roll in 2016

Top of the Table: 2014 and 2015.

President’s council award from Guardian life: 2011 – 2015

Leaders club qualifications: 2004 - 2015

 

Education:

Rutgers University - BA Economics, Statistics

American College - Chartered Financial Consultant ChFC ® and Chartered Life Underwriter CLU ®. *President's Circle*

 

Licenses: FINRA Series 6, 7, 24, 63 & 65

 Organizing Affiliations/Partnerships:

AIF – American Indian Foundation

GSCS - Garden State Chiropractic Society

APTANJ – American Physical Therapy Association of New Jersey

Princeton Chamber of Commerce

AALU – Leadership for Advanced Life Underwriting

  He lives in South Brunswick, NJ and his office is located in Princeton. 

 Asghar enjoys reading, music, travel, New York Yankees and actively plays golf and cricket.

 United Wealth Group

4301 Route 1 South   Suite 220
Monmouth Junction, NJ 08852

www.Unitedwealthllc.com

 Princeton, NJ    New York, NY    Woodbury, NY