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- 2018
Inducted to the MDRT Honor Roll in 2016
Top of the Table: 2014 - 2018.
President’s council award from Guardian life: 2011 – 2018
Leaders club qualifications: 2004 - 2018
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