Arjun is a Charted Financial Analyst at the United Wealth Group. For almost a decade, Arjun has worked at prestigious firms such as Goldman Sachs & ICONIQ Capital, where he has carried a passion for helping people realize their financial potential and organize their assets. Arjun works with a network of Planning Professionals, Money Managers, Estate Planning Attorneys and CPAs to create customized investment programs and detailed financial analysis. In his plans, Arjun works to address his clients insurance, retirement planning, wealth accumulation and preservation needs.
Areas of focus:
Investment Management
Estate and Trust Planning
Wealth and Risk Management
Holistic Insurance Needs
Education:
Boston University
BS in Business Administration
Licenses
FINRA Series 3, 7, 63 & 65