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Asghar A Kazim, CLU®, ChFC®, CFP®

Asghar A Kazim, CLU®, ChFC®, CFP®

Principal & Founder

(732) 355-1050

(732) 355-1051

akazim@unitedwealthllc.com

Asghar Kazim is the founder and Principal of United Wealth Group, a wealth management firm in Princeton, NJ. For over 25 years, he has carried a passion for helping his clients realize their financial potential, by using progressive ideas and uncommon financial wisdom.

Asghar provides his clients the framework to grow, protect and enjoy their wealth for multiple generations. He believes, it's not how much money you make, but how much money you save, how hard it works for you, and how many generations you keep it for.

Asghar translates his client’s priorities into a lifelong financial strategy that gives them more confidence to achieve their goals.  With their objectives as his guide, he develops an integrated financial plan that addresses every stage of life, while minimizing risk and tax exposure.

Asghar works with a team of planning professionals, money managers, estate planning attorneys and tax advisors to co-create detailed estate and legacy plans and customized investment portfolios.  

Asghar has been featured in the US News & World Report discussing retirement planning. He has participated in multiple panels and conferences throughout the country on topics ranging from estate, retirement, investment and insurance planning.

Achievements and Education

Graduate of Rutgers University - Economics and Statistics

American College

Chartered Financial Consultant ®

Chartered Life Underwriter ®

CFP Board Approval

Certified Financial Planner ®

 

Qualifying member of the Guardian’s President Council from 2012-2021

Qualifying member of the Guardian’s Chairman’s Council from 2018-2021

Pinnacle Council Park Avenue Securities 2021

Lifetime qualifying member of the million dollar round table

 

Licenses

FINRA Series 6, 7, 24, 63 & 65

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #703269, CA Insurance License #0C53306

Contact

Office: (732) 355-1050

Fax: (732) 355-1051

Princeton Executive Center

4301 Route 1 South; Suite 220

Monmouth Junction, NJ 08852

FINRA Series 6, 7, 24, 63 & 65

akazim@unitedwealthllc.com

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Nick Saleem

Securities products offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.OSJ: 355 Lexington Avenue, 9 Fl., New York, NY 10017, Phone # 212-541-8800. PAS is a wholly owned subsidiary of Guardian Life Insurance Company of America® (Guardian), New York, NY. United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #2973673. CA Insurance License #0H03588. 

Asghar Kazim

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Floor, New York, N Y 10017- 6603, Phone # 212-541-8800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  United Wealth Group LLC is not an affiliate or subsidiary of PAS or Guardian. California Insurance License # 0C53306.  AR Insurance License #703269.

This Forbes award is not issued or endorsed by Guardian or its subsidiaries.
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2021-126035  exp 8/30/23